Western Pacific Wealth Management’s Constellation Brands STZ Stock Holding History

Western Pacific Wealth Management’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 Q2	–	Sell	-242	Closed	-$65.8K	–	288
2024 Q1	$65.8K	Hold	242	–	–	0.05%	126
2023 Q4	$58.5K	Hold	242	–	–	0.04%	130
2023 Q3	$60.8K	Sell	242 -32	-12%	-$8.35K	0.05%	119
2023 Q2	$67.4K	Hold	274	–	–	0.05%	116
2023 Q1	$61.9K	Sell	274 -117	-30%	-$26K	0.05%	121
2022 Q4	$90.6K	Buy	391 +141	+56%	+$33.7K	0.08%	83
2022 Q3	$57K	Buy	+250	New	+$60.9K	0.06%	90

Other funds holding STZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Western Pacific Wealth Management's STZ Position: Q2 2024 in Review

Western Pacific Wealth Management sold out of Constellation Brands (STZ) in Q2 2024, closing a stake of 242 shares — an estimated $65.8K sold.

Western Pacific Wealth Management first reported a position in STZ in Q3 2022 and held it in 7 quarters. The position peaked at $90.6K in Q4 2022. 1,339 funds tracked by Wall St. Rank hold STZ as of Q2 2024.

Western Pacific Wealth Management reported no remaining Constellation Brands position as of Q2 2024 after selling out during the quarter.
Western Pacific Wealth Management sold 242 Constellation Brands shares in Q2 2024, an estimated $65.8K.
Western Pacific Wealth Management first reported a position in Constellation Brands in Q3 2022 and held it in 7 quarters.
Western Pacific Wealth Management's Constellation Brands position peaked at $90.6K in Q4 2022.
1,339 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2024.

Based on Western Pacific Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.