FinTrust Capital Advisors’s Constellation Brands STZ Stock Holding History

FinTrust Capital 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
2021 Q4	–	Sell	-102	Closed	-$22K	–	1249
2021 Q3	$22K	Sell	102 -1,247	-92%	-$272K	0.01%	728
2021 Q2	$316K	Hold	1,349	–	–	0.08%	213
2021 Q1	$307K	Buy	1,349 +128	+10%	+$28.8K	0.09%	198
2020 Q4	$268K	Buy	1,221 +1,120	+1,109%	+$220K	0.09%	198
2020 Q3	$19	Buy	101 +1	+1%	+$182	﹤0.01%	666
2020 Q2	$18K	Buy	+100	New	+$16.7K	0.01%	646
2019 Q2	–	Sell	-39	Closed	-$7K	–	1239
2019 Q1	$7K	Hold	39	–	–	﹤0.01%	869
2018 Q4	$7K	Buy	+39	New	+$7.75K	﹤0.01%	866

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 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

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

FinTrust Capital Advisors's STZ Position: Q4 2021 in Review

FinTrust Capital Advisors sold out of Constellation Brands (STZ) in Q4 2021, closing a stake of 102 shares — an estimated $22K sold.

FinTrust Capital Advisors first reported a position in STZ in Q4 2018 and held it in 8 quarters. The position peaked at $316K in Q2 2021. 1,227 funds tracked by Wall St. Rank hold STZ as of Q4 2021.

FinTrust Capital Advisors reported no remaining Constellation Brands position as of Q4 2021 after selling out during the quarter.
FinTrust Capital Advisors sold 102 Constellation Brands shares in Q4 2021, an estimated $22K.
FinTrust Capital Advisors first reported a position in Constellation Brands in Q4 2018 and held it in 8 quarters.
FinTrust Capital Advisors's Constellation Brands position peaked at $316K in Q2 2021.
1,227 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2021.

Based on FinTrust Capital Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.