Wipfli Financial Advisors’s Constellation Brands STZ Stock Holding History

Wipfli Financial 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 Q3	$537K	Buy	+2,338	New	+$570K	0.04%	211

Other funds holding STZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Wipfli Financial Advisors's STZ Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Constellation Brands (STZ) in Q3 2022: 2,338 shares worth $537K. The stake represents 0.04% of the portfolio and ranks #211 among its holdings.

1,211 funds tracked by Wall St. Rank hold STZ as of Q3 2022.

Wipfli Financial Advisors held 2,338 shares of Constellation Brands worth $537K as of Q3 2022.
Constellation Brands was a new Wipfli Financial Advisors position in Q3 2022.
Constellation Brands made up 0.04% of Wipfli Financial Advisors's portfolio in Q3 2022, its #211 holding.
1,211 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.