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VisionPoint Advisory Group’s Constellation Brands STZ Stock Holding History

VisionPoint Advisory Group’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
-229
Closed -$57.5K – 876
2023
Q3 		$57.5K Buy
+229
New +$59.8K 0.02% 236
2021
Q2 		– Sell
-875
Closed -$200K – 115
2021
Q1 		$200K Buy
+875
New +$197K 0.1% 112

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

VisionPoint Advisory Group's STZ Position: Q4 2023 in Review

VisionPoint Advisory Group sold out of Constellation Brands (STZ) in Q4 2023, closing a stake of 229 shares — an estimated $57.5K sold.

VisionPoint Advisory Group first reported a position in STZ in Q1 2021 and held it in 2 quarters. The position peaked at $200K in Q1 2021. 1,297 funds tracked by Wall St. Rank hold STZ as of Q4 2023.

  • VisionPoint Advisory Group reported no remaining Constellation Brands position as of Q4 2023 after selling out during the quarter.
  • VisionPoint Advisory Group sold 229 Constellation Brands shares in Q4 2023, an estimated $57.5K.
  • VisionPoint Advisory Group first reported a position in Constellation Brands in Q1 2021 and held it in 2 quarters.
  • VisionPoint Advisory Group's Constellation Brands position peaked at $200K in Q1 2021.
  • 1,297 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2023.

Based on VisionPoint Advisory Group's 13F filing for Q4 2023, filed 7 Feb 2024.