Wealth Advisors’s Constellation Brands STZ Stock Holding History

Wealth Advisors’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	$465K	Hold	1,850	–	–	0.21%	40
2023 Q2	$464K	Hold	1,850	–	–	0.2%	39
2023 Q1	$422K	Sell	1,850 -100	-5%	-$22.3K	0.2%	40
2022 Q4	$452K	Sell	1,950 -1,500	-43%	-$359K	0.24%	41
2022 Q3	$792K	Sell	3,450 -50	-1%	-$12.2K	0.4%	31
2022 Q2	$816K	Hold	3,500	–	–	0.4%	31
2022 Q1	$806K	Hold	3,500	–	–	0.29%	37
2021 Q4	$878K	Hold	3,500	–	–	0.3%	33
2021 Q3	$746K	Sell	3,500 -1,500	-30%	-$327K	0.29%	36
2021 Q2	$1.13M	Sell	5,000 -700	-12%	-$164K	0.41%	27
2021 Q1	$1.36M	Buy	5,700 +5,635	+8,669%	+$1.27M	0.54%	27
2020 Q4	$14K	Buy	+65	New	+$12.8K	0.01%	82
2020 Q3	–	Sell	-65	Closed	-$12K	–	89
2020 Q2	$12K	Buy	+65	New	+$10.8K	0.01%	77

Other funds holding STZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wealth Advisors's STZ Position: Q3 2023 in Review

Wealth Advisors held its Constellation Brands (STZ) position steady in Q3 2023 at 1,850 shares worth $465K. The position accounts for 0.21% of the portfolio, ranked #40.

Wealth Advisors first reported a position in STZ in Q2 2020 and has held it in 13 quarters since. The position peaked at $1.36M in Q1 2021. 1,254 funds tracked by Wall St. Rank hold STZ as of Q3 2023.

Wealth Advisors held 1,850 shares of Constellation Brands worth $465K as of Q3 2023.
Wealth Advisors left its Constellation Brands share count unchanged in Q3 2023.
Constellation Brands made up 0.21% of Wealth Advisors's portfolio in Q3 2023, its #40 holding.
Wealth Advisors first reported a position in Constellation Brands in Q2 2020 and has held it in 13 quarters since.
Wealth Advisors's Constellation Brands position peaked at $1.36M in Q1 2021.
1,254 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2023.

Based on Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.