Soltis Investment Advisors’s Constellation Brands STZ Stock Holding History

Soltis Investment Advisors’s Portfolio STZ Stock Details STZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-925	Closed	-$232K	–	275
2021 Q4	$232K	Buy	+925	New	+$211K	0.03%	238
2021 Q3	–	Sell	-915	Closed	-$214K	–	256
2021 Q2	$214K	Sell	915 -22	-2%	-$5.17K	0.03%	230
2021 Q1	$214K	Sell	937 -2,718	-74%	-$613K	0.04%	201
2020 Q4	$801K	Sell	3,655 -225	-6%	-$44.2K	0.15%	111
2020 Q3	$735K	Buy	3,880 +164	+4%	+$29.9K	0.17%	103
2020 Q2	$650K	Buy	+3,716	New	+$619K	0.17%	93

Other funds holding STZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Soltis Investment Advisors's STZ Position: Q1 2022 in Review

Soltis Investment Advisors sold out of Constellation Brands (STZ) in Q1 2022, closing a stake of 925 shares — an estimated $232K sold.

Soltis Investment Advisors first reported a position in STZ in Q2 2020 and held it in 6 quarters. The position peaked at $801K in Q4 2020. 1,202 funds tracked by Wall St. Rank hold STZ as of Q1 2022.

Soltis Investment Advisors reported no remaining Constellation Brands position as of Q1 2022 after selling out during the quarter.
Soltis Investment Advisors sold 925 Constellation Brands shares in Q1 2022, an estimated $232K.
Soltis Investment Advisors first reported a position in Constellation Brands in Q2 2020 and held it in 6 quarters.
Soltis Investment Advisors's Constellation Brands position peaked at $801K in Q4 2020.
1,202 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2022.

Based on Soltis Investment Advisors's 13F filing for Q1 2022, filed 6 May 2022.