Texas Capital Bank Wealth Management Services’s Constellation Brands STZ Stock Holding History

Texas Capital Bank Wealth Management Services’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
2024 Q3	–	Sell	-1,002	Closed	-$258K	–	230
2024 Q2	$258K	Sell	1,002 -1,000	-50%	-$257K	0.03%	166
2024 Q1	$544K	Sell	2,002 -3,016	-60%	-$763K	0.06%	112
2023 Q4	$1.21M	Buy	+5,018	New	+$1.19M	0.14%	68

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 International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Texas Capital Bank Wealth Management Services's STZ Position: Q3 2024 in Review

Texas Capital Bank Wealth Management Services sold out of Constellation Brands (STZ) in Q3 2024, closing a stake of 1,002 shares — an estimated $258K sold.

Texas Capital Bank Wealth Management Services first reported a position in STZ in Q4 2023 and held it in 3 quarters. The position peaked at $1.21M in Q4 2023. 1,322 funds tracked by Wall St. Rank hold STZ as of Q3 2024.

Texas Capital Bank Wealth Management Services reported no remaining Constellation Brands position as of Q3 2024 after selling out during the quarter.
Texas Capital Bank Wealth Management Services sold 1,002 Constellation Brands shares in Q3 2024, an estimated $258K.
Texas Capital Bank Wealth Management Services first reported a position in Constellation Brands in Q4 2023 and held it in 3 quarters.
Texas Capital Bank Wealth Management Services's Constellation Brands position peaked at $1.21M in Q4 2023.
1,322 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2024.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q3 2024, filed 14 Nov 2024.