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Wealth Architects’s Constellation Brands STZ Stock Holding History

Wealth Architects’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
Q1 		– Sell
-866
Closed -$201K – 190
2022
Q4 		$201K Buy
+866
New +$207K 0.04% 167
2022
Q2 		– Sell
-1,035
Closed -$238K – 206
2022
Q1 		$238K Buy
1,035
+80
+8% +$18.5K 0.04% 171
2021
Q4 		$240K Buy
+955
New +$218K 0.04% 166
2021
Q3 		– Sell
-900
Closed -$211K – 196
2021
Q2 		$211K Buy
900
+5
+0.6% +$1.17K 0.04% 172
2021
Q1 		$204K Buy
+895
New +$202K 0.04% 159

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wealth Architects's STZ Position: Q1 2023 in Review

Wealth Architects sold out of Constellation Brands (STZ) in Q1 2023, closing a stake of 866 shares — an estimated $201K sold.

Wealth Architects first reported a position in STZ in Q1 2021 and held it in 5 quarters. The position peaked at $240K in Q4 2021. 1,189 funds tracked by Wall St. Rank hold STZ as of Q1 2023.

  • Wealth Architects reported no remaining Constellation Brands position as of Q1 2023 after selling out during the quarter.
  • Wealth Architects sold 866 Constellation Brands shares in Q1 2023, an estimated $201K.
  • Wealth Architects first reported a position in Constellation Brands in Q1 2021 and held it in 5 quarters.
  • Wealth Architects's Constellation Brands position peaked at $240K in Q4 2021.
  • 1,189 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2023.

Based on Wealth Architects's 13F filing for Q1 2023, filed 21 Apr 2023.