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V Wealth Advisors’s Constellation Brands STZ Stock Holding History

V 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
2023
Q3 		– Sell
-895
Closed -$220K – 332
2023
Q2 		$220K Sell
895
-48
-5% -$11.2K 0.04% 346
2023
Q1 		$213K Hold
943
– – 0.04% 350
2022
Q4 		$219K Hold
943
– – 0.05% 327
2022
Q3 		$217K Sell
943
-86
-8% -$21K 0.04% 339
2022
Q2 		$240K Sell
1,029
-100
-9% -$24.3K 0.05% 352
2022
Q1 		$260K Sell
1,129
-162
-13% -$37.4K 0.04% 372
2021
Q4 		$324K Sell
1,291
-7
-0.5% -$1.59K 0.05% 343
2021
Q3 		$273K Sell
1,298
-244
-16% -$53.3K 0.04% 375
2021
Q2 		$360K Buy
1,542
+227
+17% +$53.3K 0.06% 333
2021
Q1 		$300K Buy
1,315
+48
+4% +$10.8K 0.06% 336
2020
Q4 		$278K Buy
+1,267
New +$249K 0.06% 312
2020
Q3 		– Sell
-1,291
Closed -$225K – 325
2020
Q2 		$225K Buy
+1,291
New +$215K 0.06% 315
2020
Q1 		– Sell
-1,434
Closed -$297K – 375
2019
Q4 		$297K Hold
1,434
– – 0.11% 203
2019
Q3 		$297K Buy
1,434
+36
+3% +$7.23K 0.11% 202
2019
Q2 		$278K Buy
1,398
+23
+2% +$4.49K 0.11% 201
2019
Q1 		$289K Buy
+1,375
New +$232K 0.12% 187
2018
Q2 		– Sell
-899
Closed -$205K – 228
2018
Q1 		$205K Buy
+899
New +$198K 0.11% 193
2017
Q3 		– Sell
-850
Closed -$165K – 636
2017
Q2 		$165K Buy
+850
New +$151K 0.08% 198
2017
Q1 		– Sell
-2,445
Closed -$374K – 205
2016
Q4 		$374K Hold
2,445
– – 0.27% 107
2016
Q3 		$406K Hold
2,445
– – 0.33% 92
2016
Q2 		$405K Hold
2,445
– – 0.33% 92
2016
Q1 		$370K Buy
+2,445
New +$353K 0.3% 88

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

V Wealth Advisors's STZ Position: Q3 2023 in Review

V Wealth Advisors sold out of Constellation Brands (STZ) in Q3 2023, closing a stake of 895 shares — an estimated $220K sold.

V Wealth Advisors first reported a position in STZ in Q1 2016 and held it in 22 quarters. The position peaked at $406K in Q3 2016. 1,254 funds tracked by Wall St. Rank hold STZ as of Q3 2023.

  • V Wealth Advisors reported no remaining Constellation Brands position as of Q3 2023 after selling out during the quarter.
  • V Wealth Advisors sold 895 Constellation Brands shares in Q3 2023, an estimated $220K.
  • V Wealth Advisors first reported a position in Constellation Brands in Q1 2016 and held it in 22 quarters.
  • V Wealth Advisors's Constellation Brands position peaked at $406K in Q3 2016.
  • 1,254 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.