US Financial Advisors’s Constellation Brands STZ Stock Holding History

US Financial 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	-1,006	Closed	-$231K	–	87
2022 Q3	$231K	Buy	1,006 +6	+0.6%	+$1.46K	0.13%	54
2022 Q2	$233K	Hold	1,000	–	–	0.13%	54
2022 Q1	$230K	Hold	1,000	–	–	0.11%	63
2021 Q4	$251K	Hold	1,000	–	–	0.11%	59
2021 Q3	$211K	Hold	1,000	–	–	0.1%	66
2021 Q2	$234K	Sell	1,000 -1,000	-50%	-$235K	0.11%	66
2021 Q1	$456K	Hold	2,000	–	–	0.13%	86
2020 Q4	$438K	Buy	+2,000	New	+$393K	0.13%	72
2016 Q1	–	Sell	-1,333	Closed	-$190K	–	597
2015 Q4	$190K	Buy	+1,333	New	+$184K	0.18%	66

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

US Financial Advisors's STZ Position: Q4 2022 in Review

US Financial Advisors sold out of Constellation Brands (STZ) in Q4 2022, closing a stake of 1,006 shares — an estimated $231K sold.

US Financial Advisors first reported a position in STZ in Q4 2015 and held it in 9 quarters. The position peaked at $456K in Q1 2021. 1,258 funds tracked by Wall St. Rank hold STZ as of Q4 2022.

US Financial Advisors reported no remaining Constellation Brands position as of Q4 2022 after selling out during the quarter.
US Financial Advisors sold 1,006 Constellation Brands shares in Q4 2022, an estimated $231K.
US Financial Advisors first reported a position in Constellation Brands in Q4 2015 and held it in 9 quarters.
US Financial Advisors's Constellation Brands position peaked at $456K in Q1 2021.
1,258 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2022.

Based on US Financial Advisors's 13F filing for Q4 2022, filed 26 Jan 2023.