AW
FIZZ icon

Avion Wealth’s National Beverage FIZZ Stock Holding History

Avion Wealth’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 		$3K Buy
98
+30
+44% +$1.04K ﹤0.01% 768
2025
Q4 		$2K Buy
68
+44
+183% +$1.51K ﹤0.01% 867
2025
Q3 		$0 Hold
24
– – ﹤0.01% 1312
2025
Q2 		$1K Buy
+24
New +$1.06K ﹤0.01% 966
2023
Q4 		– Sell
-33
Closed -$1K – 1163
2023
Q3 		$1K Buy
33
+22
+200% +$1.11K ﹤0.01% 629
2023
Q2 		$0 Buy
+11
New +$552 ﹤0.01% 822

Other funds holding FIZZ

BlackRock
BlackRock New York $5.7T 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
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