AssetMark Inc
FIZZ icon

AssetMark Inc’s National Beverage FIZZ Stock Holding History

AssetMark Inc’s Portfolio FIZZ Stock Details FIZZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$404 Hold
12
– – ﹤0.01% 3214
2025
Q4 		$383 Sell
12
-80
-87% -$2.75K ﹤0.01% 3151
2025
Q3 		$3.4K Buy
92
+29
+46% +$1.25K ﹤0.01% 2460
2025
Q2 		$2.72K Buy
63
+47
+294% +$2.07K ﹤0.01% 2336
2025
Q1 		$665 Buy
+16
New +$659 ﹤0.01% 2360
2018
Q4 		– Sell
-962
Closed -$56K – 1472
2018
Q3 		$56K Sell
962
-214
-18% -$12K ﹤0.01% 718
2018
Q2 		$63K Buy
1,176
+118
+11% +$5.54K ﹤0.01% 670
2018
Q1 		$47K Buy
1,058
+118
+13% +$5.81K ﹤0.01% 747
2017
Q4 		$46K Buy
+940
New +$48.2K ﹤0.01% 810

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VPM
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Dimensional Fund Advisors
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VCM
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return