First Foundation Advisors’s Constellation Brands STZ Stock Holding History

First Foundation 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
2024 Q3	–	Sell	-772	Closed	-$199K	–	436
2024 Q2	$199K	Sell	772 -171	-18%	-$44K	0.01%	330
2024 Q1	$256K	Buy	943 +322	+52%	+$81.5K	0.01%	307
2023 Q4	$150K	Sell	621 -411	-40%	-$97.7K	0.01%	360
2023 Q3	$259K	Buy	+1,032	New	+$269K	0.01%	344
2018 Q2	–	Sell	-1,025	Closed	-$234K	–	346
2018 Q1	$234K	Buy	+1,025	New	+$226K	0.01%	287
2017 Q2	–	Sell	-2,000	Closed	-$324K	–	334
2017 Q1	$324K	Sell	2,000 -1,586	-44%	-$247K	0.02%	250
2016 Q4	$550K	Buy	3,586 +991	+38%	+$157K	0.04%	190
2016 Q3	$432K	Buy	+2,595	New	+$428K	0.03%	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 International Investors Los Angeles, California $427B AUM 29.17% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

First Foundation Advisors's STZ Position: Q3 2024 in Review

First Foundation Advisors sold out of Constellation Brands (STZ) in Q3 2024, closing a stake of 772 shares — an estimated $199K sold.

First Foundation Advisors first reported a position in STZ in Q3 2016 and held it in 8 quarters. The position peaked at $550K in Q4 2016. 1,322 funds tracked by Wall St. Rank hold STZ as of Q3 2024.

First Foundation Advisors reported no remaining Constellation Brands position as of Q3 2024 after selling out during the quarter.
First Foundation Advisors sold 772 Constellation Brands shares in Q3 2024, an estimated $199K.
First Foundation Advisors first reported a position in Constellation Brands in Q3 2016 and held it in 8 quarters.
First Foundation Advisors's Constellation Brands position peaked at $550K in Q4 2016.
1,322 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2024.

Based on First Foundation Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.