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Wagner Wealth Management (South Carolina)’s Constellation Brands STZ Stock Holding History

Wagner Wealth Management (South Carolina)’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
-103
Closed -$24K – 637
2022
Q3 		$24K Hold
103
– – 0.02% 289
2022
Q2 		$24K Buy
+103
New +$25.1K 0.02% 303
2022
Q1 		– Sell
-103
Closed -$26K – 599
2021
Q4 		$26K Buy
+103
New +$23.5K 0.02% 357

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s STZ Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Constellation Brands (STZ) in Q4 2022, closing a stake of 103 shares — an estimated $24K sold.

Wagner Wealth Management (South Carolina) first reported a position in STZ in Q4 2021 and held it in 3 quarters. The position peaked at $26K in Q4 2021. 1,258 funds tracked by Wall St. Rank hold STZ as of Q4 2022.

  • Wagner Wealth Management (South Carolina) reported no remaining Constellation Brands position as of Q4 2022 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 103 Constellation Brands shares in Q4 2022, an estimated $24K.
  • Wagner Wealth Management (South Carolina) first reported a position in Constellation Brands in Q4 2021 and held it in 3 quarters.
  • Wagner Wealth Management (South Carolina)'s Constellation Brands position peaked at $26K in Q4 2021.
  • 1,258 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.