TCI Wealth Advisors’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-65
| Closed | -$14.7K | – | 1996 |
|
|
2023
Q1 | $14.7K | Sell |
65
-35
| -35% | -$7.79K | ﹤0.01% | 860 |
|
|
2022
Q4 | $23.2K | Buy |
100
+17
| +20% | +$4.07K | ﹤0.01% | 627 |
|
|
2022
Q3 | $19K | Buy |
83
+3
| +4% | +$731 | ﹤0.01% | 685 |
|
|
2022
Q2 | $19K | Buy |
80
+10
| +14% | +$2.43K | ﹤0.01% | 669 |
|
|
2022
Q1 | $16K | Sell |
70
-7
| -9% | -$1.62K | ﹤0.01% | 813 |
|
|
2021
Q4 | $19K | Buy |
77
+6
| +8% | +$1.37K | ﹤0.01% | 742 |
|
|
2021
Q3 | $15K | Buy |
71
+16
| +29% | +$3.49K | ﹤0.01% | 838 |
|
|
2021
Q2 | $13K | Buy |
55
+7
| +15% | +$1.64K | ﹤0.01% | 818 |
|
|
2021
Q1 | $11K | Buy |
48
+23
| +92% | +$5.18K | ﹤0.01% | 826 |
|
|
2020
Q4 | $5K | Hold |
25
| – | – | ﹤0.01% | 906 |
|
|
2020
Q3 | $5K | Hold |
25
| – | – | ﹤0.01% | 792 |
|
|
2020
Q2 | $4K | Buy |
25
+2
| +9% | +$333 | ﹤0.01% | 840 |
|
|
2020
Q1 | $3K | Sell |
23
-19
| -45% | -$3.35K | ﹤0.01% | 924 |
|
|
2019
Q4 | $8K | Hold |
42
| – | – | ﹤0.01% | 762 |
|
|
2019
Q3 | $9K | Sell |
42
-4
| -9% | -$803 | ﹤0.01% | 673 |
|
|
2019
Q2 | $9K | Buy |
46
+26
| +130% | +$5.08K | ﹤0.01% | 656 |
|
|
2019
Q1 | $4K | Sell |
20
-4
| -17% | -$674 | ﹤0.01% | 868 |
|
|
2018
Q4 | $4K | Sell |
24
-41
| -63% | -$8.15K | ﹤0.01% | 846 |
|
|
2018
Q3 | $14K | Buy |
65
+6
| +10% | +$1.28K | 0.01% | 580 |
|
|
2018
Q2 | $13K | Buy |
59
+37
| +168% | +$8.36K | 0.01% | 596 |
|
|
2018
Q1 | $5K | Sell |
22
-4
| -15% | -$881 | ﹤0.01% | 749 |
|
|
2017
Q4 | $6K | Buy |
26
+9
| +53% | +$1.95K | ﹤0.01% | 749 |
|
|
2017
Q3 | $3K | Sell |
17
-39
| -70% | -$7.72K | ﹤0.01% | 876 |
|
|
2017
Q2 | $11K | Buy |
56
+39
| +229% | +$6.94K | 0.01% | 574 |
|
|
2017
Q1 | $3K | Hold |
17
| – | – | ﹤0.01% | 864 |
|
|
2016
Q4 | $3K | Hold |
17
| – | – | ﹤0.01% | 934 |
|
|
2016
Q3 | $3K | Hold |
17
| – | – | ﹤0.01% | 893 |
|
|
2016
Q2 | $3K | Hold |
17
| – | – | ﹤0.01% | 858 |
|
|
2016
Q1 | $3K | Buy |
+17
| New | +$2.46K | ﹤0.01% | 864 |
|
|
2014
Q2 | – | Sell |
-20
| Closed | -$2K | – | 931 |
|
|
2014
Q1 | $2K | Buy |
+20
| New | +$1.59K | ﹤0.01% | 737 |
|
Other funds holding STZ
TCI Wealth Advisors's STZ Position: Q2 2023 in Review
TCI Wealth Advisors sold out of Constellation Brands (STZ) in Q2 2023, closing a stake of 65 shares — an estimated $14.7K sold.
TCI Wealth Advisors first reported a position in STZ in Q1 2014 and held it in 30 quarters. The position peaked at $23.2K in Q4 2022. 1,228 funds tracked by Wall St. Rank hold STZ as of Q2 2023.
- TCI Wealth Advisors reported no remaining Constellation Brands position as of Q2 2023 after selling out during the quarter.
- TCI Wealth Advisors sold 65 Constellation Brands shares in Q2 2023, an estimated $14.7K.
- TCI Wealth Advisors first reported a position in Constellation Brands in Q1 2014 and held it in 30 quarters.
- TCI Wealth Advisors's Constellation Brands position peaked at $23.2K in Q4 2022.
- 1,228 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2023.
Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.