SteelPeak Wealth’s Constellation Brands STZ Stock Holding History

SteelPeak Wealth’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
2024 Q3	–	Sell	-4,776	Closed	-$1.23M	–	604
2024 Q2	$1.23M	Buy	4,776 +275	+6%	+$70.7K	0.06%	205
2024 Q1	$1.22M	Buy	4,501 +61	+1%	+$15.4K	0.06%	202
2023 Q4	$1.07M	Buy	+4,440	New	+$1.06M	0.06%	199
2020 Q2	–	Sell	-1,560	Closed	-$224K	–	310
2020 Q1	$224K	Buy	+1,560	New	+$275K	0.04%	199

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 International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

SteelPeak Wealth's STZ Position: Q3 2024 in Review

SteelPeak Wealth sold out of Constellation Brands (STZ) in Q3 2024, closing a stake of 4,776 shares — an estimated $1.23M sold.

SteelPeak Wealth first reported a position in STZ in Q1 2020 and held it in 4 quarters. The position peaked at $1.23M in Q2 2024. 1,322 funds tracked by Wall St. Rank hold STZ as of Q3 2024.

SteelPeak Wealth reported no remaining Constellation Brands position as of Q3 2024 after selling out during the quarter.
SteelPeak Wealth sold 4,776 Constellation Brands shares in Q3 2024, an estimated $1.23M.
SteelPeak Wealth first reported a position in Constellation Brands in Q1 2020 and held it in 4 quarters.
SteelPeak Wealth's Constellation Brands position peaked at $1.23M in Q2 2024.
1,322 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2024.

Based on SteelPeak Wealth's 13F filing for Q3 2024, filed 25 Oct 2024.