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Atria Wealth Solutions’s National Beverage FIZZ Stock Holding History

Atria Wealth Solutions’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
2023
Q1 		– Sell
-4,381
Closed -$204K – 1889
2022
Q4 		$204K Buy
+4,381
New +$206K ﹤0.01% 1603
2022
Q2 		– Sell
-5,952
Closed -$259K – 1723
2022
Q1 		$259K Buy
+5,952
New +$259K ﹤0.01% 1402

Other funds holding FIZZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Atria Wealth Solutions's FIZZ Position: Q1 2023 in Review

Atria Wealth Solutions sold out of National Beverage (FIZZ) in Q1 2023, closing a stake of 4,381 shares — an estimated $204K sold.

Atria Wealth Solutions first reported a position in FIZZ in Q1 2022 and held it in 2 quarters. The position peaked at $259K in Q1 2022. 189 funds tracked by Wall St. Rank hold FIZZ as of Q1 2023.

  • Atria Wealth Solutions reported no remaining National Beverage position as of Q1 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 4,381 National Beverage shares in Q1 2023, an estimated $204K.
  • Atria Wealth Solutions first reported a position in National Beverage in Q1 2022 and held it in 2 quarters.
  • Atria Wealth Solutions's National Beverage position peaked at $259K in Q1 2022.
  • 189 funds tracked by Wall St. Rank held National Beverage as of Q1 2023.

Based on Atria Wealth Solutions's 13F filing for Q1 2023, filed 10 May 2023.