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ViaWealth’s Constellation Brands STZ Stock Holding History

ViaWealth’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
Q4 		– Sell
-803
Closed -$202K – 157
2023
Q3 		$202K Sell
803
-249
-24% -$65K 0.15% 153
2023
Q2 		$259K Sell
1,052
-114
-10% -$26.7K 0.19% 132
2023
Q1 		$263K Buy
1,166
+1
+0.1% +$223 0.21% 131
2022
Q4 		$251K Buy
+1,165
New +$279K 0.21% 133

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ViaWealth's STZ Position: Q4 2023 in Review

ViaWealth sold out of Constellation Brands (STZ) in Q4 2023, closing a stake of 803 shares — an estimated $202K sold.

ViaWealth first reported a position in STZ in Q4 2022 and held it in 4 quarters. The position peaked at $263K in Q1 2023. 1,297 funds tracked by Wall St. Rank hold STZ as of Q4 2023.

  • ViaWealth reported no remaining Constellation Brands position as of Q4 2023 after selling out during the quarter.
  • ViaWealth sold 803 Constellation Brands shares in Q4 2023, an estimated $202K.
  • ViaWealth first reported a position in Constellation Brands in Q4 2022 and held it in 4 quarters.
  • ViaWealth's Constellation Brands position peaked at $263K in Q1 2023.
  • 1,297 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2023.

Based on ViaWealth's 13F filing for Q4 2023, filed 12 Feb 2024.