Better Money Decisions’s National Beverage FIZZ Stock Holding History

Better Money Decisions’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
2021 Q4	–	Sell	-82	Closed	-$4K	–	251
2021 Q3	$4K	Hold	82	–	–	﹤0.01%	552
2021 Q2	$4K	Hold	82	–	–	﹤0.01%	535
2021 Q1	$4K	Buy	+82	New	+$4.26K	﹤0.01%	486

Other funds holding FIZZ

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Better Money Decisions's FIZZ Position: Q4 2021 in Review

Better Money Decisions sold out of National Beverage (FIZZ) in Q4 2021, closing a stake of 82 shares — an estimated $4K sold.

Better Money Decisions first reported a position in FIZZ in Q1 2021 and held it in 3 quarters. The position peaked at $4K in Q3 2021. 209 funds tracked by Wall St. Rank hold FIZZ as of Q4 2021.

Better Money Decisions reported no remaining National Beverage position as of Q4 2021 after selling out during the quarter.
Better Money Decisions sold 82 National Beverage shares in Q4 2021, an estimated $4K.
Better Money Decisions first reported a position in National Beverage in Q1 2021 and held it in 3 quarters.
Better Money Decisions's National Beverage position peaked at $4K in Q3 2021.
209 funds tracked by Wall St. Rank held National Beverage as of Q4 2021.

Based on Better Money Decisions's 13F filing for Q4 2021, filed 14 Feb 2022.