TD Ameritrade Investment Management’s Constellation Brands STZ Stock Holding History

TD Ameritrade Investment Management’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	-40	Closed	-$9K	–	634
2022 Q1	$9K	Buy	40 +2	+5%	+$462	﹤0.01%	510
2021 Q4	$10K	Sell	38 -26	-41%	-$5.92K	﹤0.01%	489
2021 Q3	$12K	Buy	64 +40	+167%	+$8.73K	﹤0.01%	433
2021 Q2	$6K	Sell	24 -53	-69%	-$12.4K	﹤0.01%	517
2021 Q1	$17K	Hold	77	–	–	﹤0.01%	420
2020 Q4	$17K	Buy	77 +13	+20%	+$2.56K	﹤0.01%	420
2020 Q3	$12K	Buy	64 +3	+5%	+$547	﹤0.01%	433
2020 Q2	$11K	Buy	61 +6	+11%	+$999	﹤0.01%	424
2020 Q1	$8K	Buy	55 +2	+4%	+$353	﹤0.01%	449
2019 Q4	$10K	Buy	53 +32	+152%	+$6.04K	﹤0.01%	461
2019 Q3	$4K	Buy	+21	New	+$4.22K	﹤0.01%	557

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

TD Ameritrade Investment Management's STZ Position: Q2 2022 in Review

TD Ameritrade Investment Management sold out of Constellation Brands (STZ) in Q2 2022, closing a stake of 40 shares — an estimated $9K sold.

TD Ameritrade Investment Management first reported a position in STZ in Q3 2019 and held it in 11 quarters. The position peaked at $17K in Q1 2021. 1,215 funds tracked by Wall St. Rank hold STZ as of Q2 2022.

TD Ameritrade Investment Management reported no remaining Constellation Brands position as of Q2 2022 after selling out during the quarter.
TD Ameritrade Investment Management sold 40 Constellation Brands shares in Q2 2022, an estimated $9K.
TD Ameritrade Investment Management first reported a position in Constellation Brands in Q3 2019 and held it in 11 quarters.
TD Ameritrade Investment Management's Constellation Brands position peaked at $17K in Q1 2021.
1,215 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2022.

Based on TD Ameritrade Investment Management's 13F filing for Q2 2022, filed 9 Aug 2022.