WT Wealth Management’s Constellation Brands STZ Stock Holding History

WT 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
2023 Q4	–	Sell	-4,744	Closed	-$1.19M	–	119
2023 Q3	$1.19M	Sell	4,744 -38	-0.8%	-$9.92K	0.51%	57
2023 Q2	$1.18M	Sell	4,782 -204	-4%	-$47.7K	0.49%	60
2023 Q1	$1.13M	Sell	4,986 -282	-5%	-$62.8K	0.49%	64
2022 Q4	$1.22M	Buy	+5,268	New	+$1.26M	0.59%	58
2020 Q1	–	Sell	-2,967	Closed	-$563K	–	88
2019 Q4	$563K	Sell	2,967 -164	-5%	-$31K	0.43%	46
2019 Q3	$648K	Buy	+3,131	New	+$629K	0.56%	42

Other funds holding STZ

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WT Wealth Management's STZ Position: Q4 2023 in Review

WT Wealth Management sold out of Constellation Brands (STZ) in Q4 2023, closing a stake of 4,744 shares — an estimated $1.19M sold.

WT Wealth Management first reported a position in STZ in Q3 2019 and held it in 6 quarters. The position peaked at $1.22M in Q4 2022. 1,298 funds tracked by Wall St. Rank hold STZ as of Q4 2023.

WT Wealth Management reported no remaining Constellation Brands position as of Q4 2023 after selling out during the quarter.
WT Wealth Management sold 4,744 Constellation Brands shares in Q4 2023, an estimated $1.19M.
WT Wealth Management first reported a position in Constellation Brands in Q3 2019 and held it in 6 quarters.
WT Wealth Management's Constellation Brands position peaked at $1.22M in Q4 2022.
1,298 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2023.

Based on WT Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.