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Tyler-Stone Wealth Management’s Constellation Brands STZ Stock Holding History

Tyler-Stone 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
Q3 		– Sell
-45
Closed -$11.6K – 868
2024
Q2 		$11.6K Hold
45
– – ﹤0.01% 633
2024
Q1 		$12.2K Hold
45
– – 0.01% 620
2023
Q4 		$10.9K Hold
45
– – 0.01% 621
2023
Q3 		$11K Hold
45
– – 0.01% 599
2023
Q2 		$11K Buy
+45
New +$10.5K 0.01% 596
2022
Q4 		$10K Hold
45
– – 0.01% 562
2022
Q3 		$10K Hold
45
– – 0.01% 543
2022
Q2 		$10K Hold
45
– – 0.01% 563
2022
Q1 		$10K Hold
45
– – 0.01% 581
2021
Q4 		$11K Buy
+45
New +$10.3K 0.01% 603

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Tyler-Stone Wealth Management's STZ Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Constellation Brands (STZ) in Q3 2024, closing a stake of 45 shares — an estimated $11.6K sold.

Tyler-Stone Wealth Management first reported a position in STZ in Q4 2021 and held it in 10 quarters. The position peaked at $12.2K in Q1 2024. 1,322 funds tracked by Wall St. Rank hold STZ as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Constellation Brands position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 45 Constellation Brands shares in Q3 2024, an estimated $11.6K.
  • Tyler-Stone Wealth Management first reported a position in Constellation Brands in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's Constellation Brands position peaked at $12.2K in Q1 2024.
  • 1,322 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.