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Wealth Advisors of Tampa Bay’s Constellation Brands STZ Stock Holding History

Wealth Advisors of Tampa Bay’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
-5,235
Closed -$1.29M – 100
2023
Q2 		$1.29M Sell
5,235
-1
-0% -$234 0.71% 47
2023
Q1 		$1.18M Sell
5,236
-65
-1% -$14.5K 0.68% 48
2022
Q4 		$1.23M Sell
5,301
-20
-0.4% -$4.79K 0.76% 46
2022
Q3 		$1.22M Sell
5,321
-5,469
-51% -$1.33M 0.84% 45
2022
Q2 		$2.52M Sell
10,790
-4,634
-30% -$1.13M 0.78% 46
2022
Q1 		$3.55M Hold
15,424
– – 0.96% 44
2021
Q4 		$3.87M Buy
15,424
+7,712
+100% +$1.76M 0.95% 47
2021
Q3 		$1.63M Buy
7,712
+696
+10% +$152K 0.9% 52
2021
Q2 		$1.64M Buy
7,016
+100
+1% +$23.5K 0.91% 51
2021
Q1 		$1.58M Buy
6,916
+101
+1% +$22.8K 0.93% 50
2020
Q4 		$1.49M Hold
6,815
– – 1.04% 44
2020
Q3 		$1.29M Sell
6,815
-1
-0% -$182 0.96% 45
2020
Q2 		$1.19M Buy
6,816
+40
+0.6% +$6.66K 0.99% 42
2020
Q1 		$971K Buy
+6,776
New +$1.2M 1.09% 37

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wealth Advisors of Tampa Bay's STZ Position: Q3 2023 in Review

Wealth Advisors of Tampa Bay sold out of Constellation Brands (STZ) in Q3 2023, closing a stake of 5,235 shares — an estimated $1.29M sold.

Wealth Advisors of Tampa Bay first reported a position in STZ in Q1 2020 and held it in 14 quarters. The position peaked at $3.87M in Q4 2021. 1,254 funds tracked by Wall St. Rank hold STZ as of Q3 2023.

  • Wealth Advisors of Tampa Bay reported no remaining Constellation Brands position as of Q3 2023 after selling out during the quarter.
  • Wealth Advisors of Tampa Bay sold 5,235 Constellation Brands shares in Q3 2023, an estimated $1.29M.
  • Wealth Advisors of Tampa Bay first reported a position in Constellation Brands in Q1 2020 and held it in 14 quarters.
  • Wealth Advisors of Tampa Bay's Constellation Brands position peaked at $3.87M in Q4 2021.
  • 1,254 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2023.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q3 2023, filed 31 Oct 2023.