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WIA
Wealthstreet Investment Advisors’s
Constellation Brands
STZ
Stock Holding History
Wealthstreet Investment 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
2022
Q1
$23K
Hold
100
–
–
0.62%
38
2021
Q4
$25K
Hold
100
–
–
0.62%
37
2021
Q3
$21K
Sell
100
-700
-88%
-$153K
0.58%
39
2021
Q2
$187K
Sell
800
-8,206
-91%
-$1.93M
0.97%
32
2021
Q1
$2.05M
Sell
9,006
-639
-7%
-$144K
0.2%
117
2020
Q4
$2.11M
Sell
9,645
-750
-7%
-$147K
0.21%
107
2020
Q3
$1.97M
Buy
10,395
+2,305
+28%
+$420K
0.22%
102
2020
Q2
$1.42M
Buy
8,090
+4,380
+118%
+$730K
0.17%
121
2020
Q1
$532K
Sell
3,710
-3,610
-49%
-$637K
0.08%
176
2019
Q4
$1.39M
Sell
7,320
-150
-2%
-$28.3K
0.16%
124
2019
Q3
$1.44M
Sell
7,470
-15
-0.2%
-$3.01K
0.18%
115
2019
Q2
$1.48M
Sell
7,485
-600
-7%
-$117K
0.19%
114
2019
Q1
$1.42M
Buy
8,085
+550
+7%
+$92.6K
0.19%
112
2018
Q4
$1.26M
Buy
7,535
+2,430
+48%
+$483K
0.18%
117
2018
Q3
$1.1M
Buy
5,105
+505
+11%
+$107K
0.14%
144
2018
Q2
$1.01M
Buy
4,600
+60
+1%
+$13.6K
0.13%
149
2018
Q1
$1.03M
Sell
4,540
-90
-2%
-$19.8K
0.13%
148
2017
Q4
$1.06M
Buy
+4,630
New
+$1M
0.13%
149
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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$309B AUM
23.92%
1-Year Est. Return
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$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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