Valeo Financial Advisors’s CONSTELLATION BRANDS, INC. CLASS B STZ.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,003
| Closed | -$291K | – | 622 |
|
|
2022
Q3 | $291K | Hold |
1,003
| – | – | 0.02% | 355 |
|
|
2022
Q2 | $295K | Hold |
1,003
| – | – | 0.02% | 351 |
|
|
2022
Q1 | $231K | Hold |
1,003
| – | – | 0.01% | 511 |
|
|
2021
Q4 | $251K | Hold |
1,003
| – | – | 0.01% | 459 |
|
|
2021
Q3 | $211K | Hold |
1,003
| – | – | 0.01% | 488 |
|
|
2021
Q2 | $236K | Hold |
1,003
| – | – | 0.01% | 414 |
|
|
2021
Q1 | $230K | Hold |
1,003
| – | – | 0.01% | 412 |
|
|
2020
Q4 | $220K | Buy |
1,003
+3
| +0.3% | +$596 | 0.01% | 395 |
|
|
2020
Q3 | $189K | Hold |
1,000
| – | – | 0.02% | 342 |
|
|
2020
Q2 | $174K | Hold |
1,000
| – | – | 0.02% | 350 |
|
|
2020
Q1 | $167K | Buy |
1,000
+174
| +21% | +$30K | 0.02% | 325 |
|
|
2019
Q4 | $156K | Hold |
826
| – | – | 0.02% | 365 |
|
|
2019
Q3 | $171K | Hold |
826
| – | – | 0.02% | 328 |
|
|
2019
Q2 | $165K | Buy |
826
+1
| +0.1% | +$195 | 0.02% | 325 |
|
|
2019
Q1 | $145K | Hold |
825
| – | – | 0.02% | 342 |
|
|
2018
Q4 | $133K | Buy |
+825
| New | +$167K | 0.02% | 325 |
|
Valeo Financial Advisors's STZ.B Position: Q4 2022 in Review
Valeo Financial Advisors sold out of CONSTELLATION BRANDS, INC. CLASS B (STZ.B) in Q4 2022, closing a stake of 1,003 shares — an estimated $291K sold.
Valeo Financial Advisors first reported a position in STZ.B in Q4 2018 and held it in 16 quarters. The position peaked at $295K in Q2 2022. 0 funds tracked by Wall St. Rank hold STZ.B as of Q4 2022.
- Valeo Financial Advisors reported no remaining CONSTELLATION BRANDS, INC. CLASS B position as of Q4 2022 after selling out during the quarter.
- Valeo Financial Advisors sold 1,003 CONSTELLATION BRANDS, INC. CLASS B shares in Q4 2022, an estimated $291K.
- Valeo Financial Advisors first reported a position in CONSTELLATION BRANDS, INC. CLASS B in Q4 2018 and held it in 16 quarters.
- Valeo Financial Advisors's CONSTELLATION BRANDS, INC. CLASS B position peaked at $295K in Q2 2022.
- 0 funds tracked by Wall St. Rank held CONSTELLATION BRANDS, INC. CLASS B as of Q4 2022.
Based on Valeo Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.