WE
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Wealth Effects’s Constellation Brands STZ Stock Holding History

Wealth Effects’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
2024
Q4 		– Sell
-931
Closed -$240K – 228
2024
Q3 		$240K Buy
931
+10
+1% +$2.48K 0.08% 177
2024
Q2 		$237K Sell
921
-25
-3% -$6.43K 0.09% 172
2024
Q1 		$257K Buy
946
+30
+3% +$7.59K 0.09% 171
2023
Q4 		$221K Buy
916
+70
+8% +$16.6K 0.08% 194
2023
Q3 		$213K Buy
846
+1
+0.1% +$261 0.1% 159
2023
Q2 		$208K Buy
+845
New +$198K 0.09% 168

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wealth Effects's STZ Position: Q4 2024 in Review

Wealth Effects sold out of Constellation Brands (STZ) in Q4 2024, closing a stake of 931 shares — an estimated $240K sold.

Wealth Effects first reported a position in STZ in Q2 2023 and held it in 6 quarters. The position peaked at $257K in Q1 2024. 1,337 funds tracked by Wall St. Rank hold STZ as of Q4 2024.

  • Wealth Effects reported no remaining Constellation Brands position as of Q4 2024 after selling out during the quarter.
  • Wealth Effects sold 931 Constellation Brands shares in Q4 2024, an estimated $240K.
  • Wealth Effects first reported a position in Constellation Brands in Q2 2023 and held it in 6 quarters.
  • Wealth Effects's Constellation Brands position peaked at $257K in Q1 2024.
  • 1,337 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2024.

Based on Wealth Effects's 13F filing for Q4 2024, filed 22 Jan 2025.