Tradition Wealth Management’s Constellation Brands STZ Stock Holding History

Tradition Wealth 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
2024 Q1	–	Sell	-492	Closed	-$119K	–	1085
2023 Q4	$119K	Sell	492 -54	-10%	-$12.8K	0.01%	423
2023 Q3	$137K	Sell	546 -17	-3%	-$4.44K	0.02%	369
2023 Q2	$138K	Buy	563 +4	+0.7%	+$936	0.02%	385
2023 Q1	$126K	Buy	559 +49	+10%	+$10.9K	0.02%	379
2022 Q4	$118K	Buy	510 +38	+8%	+$9.1K	0.02%	340
2022 Q3	$108K	Buy	472 +1	+0.2%	+$244	0.02%	348
2022 Q2	$110K	Hold	471	–	–	0.02%	342
2022 Q1	$108K	Hold	471	–	–	0.01%	391
2021 Q4	$118K	Hold	471	–	–	0.01%	372
2021 Q3	$99K	Buy	471 +163	+53%	+$35.6K	0.01%	373
2021 Q2	$72K	Hold	308	–	–	0.01%	452
2021 Q1	$70K	Hold	308	–	–	0.01%	376
2020 Q4	$67K	Buy	+308	New	+$60.6K	0.01%	360

Other funds holding STZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Tradition Wealth Management's STZ Position: Q1 2024 in Review

Tradition Wealth Management sold out of Constellation Brands (STZ) in Q1 2024, closing a stake of 492 shares — an estimated $119K sold.

Tradition Wealth Management first reported a position in STZ in Q4 2020 and held it in 13 quarters. The position peaked at $138K in Q2 2023. 1,321 funds tracked by Wall St. Rank hold STZ as of Q1 2024.

Tradition Wealth Management reported no remaining Constellation Brands position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 492 Constellation Brands shares in Q1 2024, an estimated $119K.
Tradition Wealth Management first reported a position in Constellation Brands in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's Constellation Brands position peaked at $138K in Q2 2023.
1,321 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.