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BDO Wealth Advisors’s National Beverage FIZZ Stock Holding History

BDO Wealth Advisors’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
2022
Q3 		– Sell
-22
Closed -$1K – 1064
2022
Q2 		$1K Hold
22
– – ﹤0.01% 970
2022
Q1 		$1K Hold
22
– – ﹤0.01% 987
2021
Q4 		$1K Hold
22
– – ﹤0.01% 1011
2021
Q3 		$1K Hold
22
– – ﹤0.01% 997
2021
Q2 		$1K Hold
22
– – ﹤0.01% 1047
2021
Q1 		$1K Hold
22
– – ﹤0.01% 1067
2020
Q4 		$1K Hold
22
– – ﹤0.01% 846
2020
Q3 		$1K Buy
+22
New +$770 ﹤0.01% 769

Other funds holding FIZZ

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BDO Wealth Advisors's FIZZ Position: Q3 2022 in Review

BDO Wealth Advisors sold out of National Beverage (FIZZ) in Q3 2022, closing a stake of 22 shares — an estimated $1K sold.

BDO Wealth Advisors first reported a position in FIZZ in Q3 2020 and held it in 8 quarters. The position peaked at $1K in Q2 2022. 177 funds tracked by Wall St. Rank hold FIZZ as of Q3 2022.

  • BDO Wealth Advisors reported no remaining National Beverage position as of Q3 2022 after selling out during the quarter.
  • BDO Wealth Advisors sold 22 National Beverage shares in Q3 2022, an estimated $1K.
  • BDO Wealth Advisors first reported a position in National Beverage in Q3 2020 and held it in 8 quarters.
  • BDO Wealth Advisors's National Beverage position peaked at $1K in Q2 2022.
  • 177 funds tracked by Wall St. Rank held National Beverage as of Q3 2022.

Based on BDO Wealth Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.