TCWP’s CONSTELLATION BRANDS, INC. CLASS B STZ.B Stock Holding History

TCWP’s Portfolio STZ.B Stock Details STZ.B Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-16	Closed	-$3K	–	1944
2022 Q1	$3K	Buy	+16	New	+$3.76K	﹤0.01%	1260

Other funds holding STZ.B

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PTC

Private Trust Company Cleveland, Ohio $1.12B AUM 21.35% 1-Year Est. Return

CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

CNC

Canandaigua National Corp Canandaigua, New York $1.12B AUM

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

FAFN

First Affirmative Financial Network Colorado Springs, Colorado $258M AUM

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

TCWP's STZ.B Position: Q2 2022 in Review

TCWP sold out of CONSTELLATION BRANDS, INC. CLASS B (STZ.B) in Q2 2022, closing a stake of 16 shares — an estimated $3K sold.

TCWP first reported a position in STZ.B in Q1 2022 and held it in 1 quarter. The position peaked at $3K in Q1 2022. 16 funds tracked by Wall St. Rank hold STZ.B as of Q2 2022.

TCWP reported no remaining CONSTELLATION BRANDS, INC. CLASS B position as of Q2 2022 after selling out during the quarter.
TCWP sold 16 CONSTELLATION BRANDS, INC. CLASS B shares in Q2 2022, an estimated $3K.
TCWP first reported a position in CONSTELLATION BRANDS, INC. CLASS B in Q1 2022 and held it in 1 quarter.
TCWP's CONSTELLATION BRANDS, INC. CLASS B position peaked at $3K in Q1 2022.
16 funds tracked by Wall St. Rank held CONSTELLATION BRANDS, INC. CLASS B as of Q2 2022.

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