First National Bank of South Miami’s Constellation Brands STZ Stock Holding History

First National Bank of South Miami’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 Q1	–	Sell	-10	Closed	-$2K	–	320
2020 Q4	$2K	Sell	10 -45	-82%	-$8.85K	﹤0.01%	292
2020 Q3	$10K	Sell	55 -29	-35%	-$5.29K	0.01%	225
2020 Q2	$15K	Sell	84 -224	-73%	-$37.3K	0.02%	210
2020 Q1	$44K	Sell	308 -466	-60%	-$82.2K	0.06%	162
2019 Q4	$147K	Sell	774 -59	-7%	-$11.1K	0.15%	119
2019 Q3	$170K	Hold	833	–	–	0.16%	118
2019 Q2	$164K	Buy	833 +242	+41%	+$47.2K	0.15%	122
2019 Q1	$104K	Hold	591	–	–	0.1%	138
2018 Q4	$102K	Buy	+591	New	+$117K	0.1%	144

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

First National Bank of South Miami's STZ Position: Q1 2021 in Review

First National Bank of South Miami sold out of Constellation Brands (STZ) in Q1 2021, closing a stake of 10 shares — an estimated $2K sold.

First National Bank of South Miami first reported a position in STZ in Q4 2018 and held it in 9 quarters. The position peaked at $170K in Q3 2019. 1,155 funds tracked by Wall St. Rank hold STZ as of Q1 2021.

First National Bank of South Miami reported no remaining Constellation Brands position as of Q1 2021 after selling out during the quarter.
First National Bank of South Miami sold 10 Constellation Brands shares in Q1 2021, an estimated $2K.
First National Bank of South Miami first reported a position in Constellation Brands in Q4 2018 and held it in 9 quarters.
First National Bank of South Miami's Constellation Brands position peaked at $170K in Q3 2019.
1,155 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2021.

Based on First National Bank of South Miami's 13F filing for Q1 2021, filed 11 May 2021.