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Sutton Wealth Advisors’s Constellation Brands STZ Stock Holding History

Sutton Wealth 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
2023
Q3 		$18.9K Buy
75
+9
+14% +$2.35K 0.01% 364
2023
Q2 		$16.2K Hold
66
– – 0.01% 376
2023
Q1 		$14.9K Sell
66
-29
-31% -$6.45K 0.01% 348
2022
Q4 		$22K Buy
95
+14
+17% +$3.35K 0.01% 658
2022
Q3 		$18.6K Hold
81
– – 0.01% 685
2022
Q2 		$18.9K Buy
81
+16
+25% +$3.89K 0.01% 696
2022
Q1 		$15K Buy
65
+5
+8% +$1.16K 0.01% 811
2021
Q4 		$15.1K Hold
60
– – 0.01% 802
2021
Q3 		$12.6K Sell
60
-2
-3% -$437 ﹤0.01% 831
2021
Q2 		$14.5K Hold
62
– – 0.01% 796
2021
Q1 		$14.1K Buy
62
+2
+3% +$451 0.01% 778
2020
Q4 		$13.1K Buy
60
+5
+9% +$983 0.01% 736
2020
Q3 		$10.4K Hold
55
– – 0.01% 727
2020
Q2 		$9.62K Sell
55
-7
-11% -$1.17K 0.01% 715
2020
Q1 		$8.89K Buy
62
+3
+5% +$529 0.01% 685
2019
Q4 		$11.2K Hold
59
– – 0.01% 789
2019
Q3 		$12.2K Hold
59
– – 0.01% 735
2019
Q2 		$11.6K Buy
59
+10
+20% +$1.95K 0.01% 740
2019
Q1 		$8.59K Buy
49
+3
+7% +$505 0.01% 823
2018
Q4 		$7.4K Buy
46
+6
+15% +$1.19K ﹤0.01% 808
2018
Q3 		$8.63K Hold
40
– – 0.01% 817
2018
Q2 		$8.76K Hold
40
– – 0.01% 856
2018
Q1 		$9.12K Sell
40
-123
-75% -$27.1K 0.01% 836
2017
Q4 		$37.3K Hold
163
– – 0.03% 354
2017
Q3 		$32.5K Hold
163
– – 0.02% 381
2017
Q2 		$31.6K Hold
163
– – 0.03% 378
2017
Q1 		$26.4K Hold
163
– – 0.02% 411
2016
Q4 		$25K Hold
163
– – 0.02% 426
2016
Q3 		$27.1K Hold
163
– – 0.02% 384
2016
Q2 		$27K Hold
163
– – 0.03% 366
2016
Q1 		$24.6K Buy
+163
New +$23.5K 0.02% 386

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Sutton Wealth Advisors's STZ Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Constellation Brands (STZ) stake by 14% in Q3 2023, buying an estimated $2.35K and bringing the position to 75 shares worth $18.9K. The position accounts for 0.01% of the portfolio, ranked #364.

Sutton Wealth Advisors first reported a position in STZ in Q1 2016 and has held it in 31 quarters since. The position peaked at $37.3K in Q4 2017. 1,255 funds tracked by Wall St. Rank hold STZ as of Q3 2023.

  • Sutton Wealth Advisors held 75 shares of Constellation Brands worth $18.9K as of Q3 2023.
  • Sutton Wealth Advisors bought 9 Constellation Brands shares in Q3 2023, an estimated $2.35K.
  • Constellation Brands made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #364 holding.
  • Sutton Wealth Advisors first reported a position in Constellation Brands in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Constellation Brands position peaked at $37.3K in Q4 2017.
  • 1,255 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.