BP
FIZZ icon

Ballentine Partners’s National Beverage FIZZ Stock Holding History

Ballentine Partners’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 		– Sell
-17,162
Closed -$547K – 1049
2025
Q4 		$547K Buy
+17,162
New +$590K 0.01% 470
2017
Q4 		– Sell
-3,436
Closed -$213K – 390
2017
Q3 		$213K Sell
3,436
-964
-22% -$53.5K 0.01% 339
2017
Q2 		$227K Buy
+4,400
New +$196K 0.02% 325

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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
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