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Belpointe Asset Management’s National Beverage FIZZ Stock Holding History

Belpointe Asset 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
Q1 		– Sell
-30
Closed -$1.4K – 3770
2022
Q4 		$1.4K Buy
+30
New +$1.41K ﹤0.01% 3367

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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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

Belpointe Asset Management's FIZZ Position: Q1 2023 in Review

Belpointe Asset Management sold out of National Beverage (FIZZ) in Q1 2023, closing a stake of 30 shares — an estimated $1.4K sold.

Belpointe Asset Management first reported a position in FIZZ in Q4 2022 and held it in 1 quarter. The position peaked at $1.4K in Q4 2022. 189 funds tracked by Wall St. Rank hold FIZZ as of Q1 2023.

  • Belpointe Asset Management reported no remaining National Beverage position as of Q1 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 30 National Beverage shares in Q1 2023, an estimated $1.4K.
  • Belpointe Asset Management first reported a position in National Beverage in Q4 2022 and held it in 1 quarter.
  • Belpointe Asset Management's National Beverage position peaked at $1.4K in Q4 2022.
  • 189 funds tracked by Wall St. Rank held National Beverage as of Q1 2023.

Based on Belpointe Asset Management's 13F filing for Q1 2023, filed 15 May 2023.