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Summit Wealth Group’s Constellation Brands STZ Stock Holding History

Summit Wealth Group’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
2023
Q2 		– Sell
-20,330
Closed – – 235
2023
Q1 		$0 Buy
+20,330
New +$4.52M ﹤0.01% 246
2021
Q3 		– Sell
-55
Closed -$13K – 190
2021
Q2 		$13K Hold
55
– – 0.02% 97
2021
Q1 		$13K Buy
+55
New +$12.4K 0.02% 94

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Summit Wealth Group's STZ Position: Q2 2023 in Review

Summit Wealth Group sold out of Constellation Brands (STZ) in Q2 2023, closing a stake of 20,330 shares.

Summit Wealth Group first reported a position in STZ in Q1 2021 and held it in 3 quarters. The position peaked at $13K in Q2 2021. 1,228 funds tracked by Wall St. Rank hold STZ as of Q2 2023.

  • Summit Wealth Group reported no remaining Constellation Brands position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth Group sold 20,330 Constellation Brands shares in Q2 2023.
  • Summit Wealth Group first reported a position in Constellation Brands in Q1 2021 and held it in 3 quarters.
  • Summit Wealth Group's Constellation Brands position peaked at $13K in Q2 2021.
  • 1,228 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.