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Atticus Wealth Management’s National Beverage FIZZ Stock Holding History

Atticus Wealth Management’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
Q4 		– Sell
-41
Closed -$1.93K – 580
2023
Q3 		$1.93K Hold
41
– – ﹤0.01% 504
2023
Q2 		$1.98K Buy
+41
New +$2.06K ﹤0.01% 495

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Atticus Wealth Management's FIZZ Position: Q4 2023 in Review

Atticus Wealth Management sold out of National Beverage (FIZZ) in Q4 2023, closing a stake of 41 shares — an estimated $1.93K sold.

Atticus Wealth Management first reported a position in FIZZ in Q2 2023 and held it in 2 quarters. The position peaked at $1.98K in Q2 2023. 210 funds tracked by Wall St. Rank hold FIZZ as of Q4 2023.

  • Atticus Wealth Management reported no remaining National Beverage position as of Q4 2023 after selling out during the quarter.
  • Atticus Wealth Management sold 41 National Beverage shares in Q4 2023, an estimated $1.93K.
  • Atticus Wealth Management first reported a position in National Beverage in Q2 2023 and held it in 2 quarters.
  • Atticus Wealth Management's National Beverage position peaked at $1.98K in Q2 2023.
  • 210 funds tracked by Wall St. Rank held National Beverage as of Q4 2023.

Based on Atticus Wealth Management's 13F filing for Q4 2023, filed 17 Jan 2024.