TCWP’s Constellation Brands STZ Stock Holding History

TCWP’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 Q2	–	Sell	-561	Closed	-$129K	–	1558
2022 Q1	$129K	Buy	+561	New	+$130K	0.02%	311

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

TCWP's STZ Position: Q2 2022 in Review

TCWP sold out of Constellation Brands (STZ) in Q2 2022, closing a stake of 561 shares — an estimated $129K sold.

TCWP first reported a position in STZ in Q1 2022 and held it in 1 quarter. The position peaked at $129K in Q1 2022. 1,215 funds tracked by Wall St. Rank hold STZ as of Q2 2022.

TCWP reported no remaining Constellation Brands position as of Q2 2022 after selling out during the quarter.
TCWP sold 561 Constellation Brands shares in Q2 2022, an estimated $129K.
TCWP first reported a position in Constellation Brands in Q1 2022 and held it in 1 quarter.
TCWP's Constellation Brands position peaked at $129K in Q1 2022.
1,215 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.