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Blue Chip Partners’s National Beverage FIZZ Stock Holding History

Blue Chip 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
2024
Q4 		– Sell
-2,844
Closed -$133K – 169
2024
Q3 		$133K Hold
2,844
– – 0.01% 176
2024
Q2 		$146K Hold
2,844
– – 0.01% 157
2024
Q1 		$135K Buy
+2,844
New +$139K 0.01% 161

Other funds holding FIZZ

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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Blue Chip Partners's FIZZ Position: Q4 2024 in Review

Blue Chip Partners sold out of National Beverage (FIZZ) in Q4 2024, closing a stake of 2,844 shares — an estimated $133K sold.

Blue Chip Partners first reported a position in FIZZ in Q1 2024 and held it in 3 quarters. The position peaked at $146K in Q2 2024. 221 funds tracked by Wall St. Rank hold FIZZ as of Q4 2024.

  • Blue Chip Partners reported no remaining National Beverage position as of Q4 2024 after selling out during the quarter.
  • Blue Chip Partners sold 2,844 National Beverage shares in Q4 2024, an estimated $133K.
  • Blue Chip Partners first reported a position in National Beverage in Q1 2024 and held it in 3 quarters.
  • Blue Chip Partners's National Beverage position peaked at $146K in Q2 2024.
  • 221 funds tracked by Wall St. Rank held National Beverage as of Q4 2024.

Based on Blue Chip Partners's 13F filing for Q4 2024, filed 31 Jan 2025.