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Ten Capital Wealth Advisors’s Constellation Brands STZ Stock Holding History

Ten Capital 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
2022
Q4 		– Sell
-40
Closed -$9K – 654
2022
Q3 		$9K Buy
+40
New +$9.75K ﹤0.01% 323
2022
Q1 		– Sell
-15
Closed -$4K – 540
2021
Q4 		$4K Buy
+15
New +$3.42K ﹤0.01% 391

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Ten Capital Wealth Advisors's STZ Position: Q4 2022 in Review

Ten Capital Wealth Advisors sold out of Constellation Brands (STZ) in Q4 2022, closing a stake of 40 shares — an estimated $9K sold.

Ten Capital Wealth Advisors first reported a position in STZ in Q4 2021 and held it in 2 quarters. The position peaked at $9K in Q3 2022. 1,258 funds tracked by Wall St. Rank hold STZ as of Q4 2022.

  • Ten Capital Wealth Advisors reported no remaining Constellation Brands position as of Q4 2022 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 40 Constellation Brands shares in Q4 2022, an estimated $9K.
  • Ten Capital Wealth Advisors first reported a position in Constellation Brands in Q4 2021 and held it in 2 quarters.
  • Ten Capital Wealth Advisors's Constellation Brands position peaked at $9K in Q3 2022.
  • 1,258 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2022.

Based on Ten Capital Wealth Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.