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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

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealthstreet Investment Advisors's STZ Position: Q1 2022 in Review

Wealthstreet Investment Advisors held its Constellation Brands (STZ) position steady in Q1 2022 at 100 shares worth $23K. The position accounts for 0.62% of the portfolio, ranked #38.

Wealthstreet Investment Advisors first reported a position in STZ in Q4 2017 and has held it in 18 quarters since. The position peaked at $2.11M in Q4 2020. 1,203 funds tracked by Wall St. Rank hold STZ as of Q1 2022.

  • Wealthstreet Investment Advisors held 100 shares of Constellation Brands worth $23K as of Q1 2022.
  • Wealthstreet Investment Advisors left its Constellation Brands share count unchanged in Q1 2022.
  • Constellation Brands made up 0.62% of Wealthstreet Investment Advisors's portfolio in Q1 2022, its #38 holding.
  • Wealthstreet Investment Advisors first reported a position in Constellation Brands in Q4 2017 and has held it in 18 quarters since.
  • Wealthstreet Investment Advisors's Constellation Brands position peaked at $2.11M in Q4 2020.
  • 1,203 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2022.

Based on Wealthstreet Investment Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.