WA
STZ icon

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
2021
Q1 		– Sell
-5,300
Closed -$293K – 109
2020
Q4 		$293K Buy
+5,300
New +$1.04M 0.13% 58
2020
Q3 		– Sell
-6,400
Closed -$201K – 88
2020
Q2 		$201K Buy
+6,400
New +$1.07M 0.11% 62

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
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.