BWL
FIZZ icon

Bogart Wealth LLC’s National Beverage FIZZ Stock Holding History

Bogart Wealth LLC’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 		$67 Buy
+2
New +$69 ﹤0.01% 1757
2025
Q4 		– Sell
-78
Closed -$2.88K – 1622
2025
Q3 		$2.88K Hold
78
– – ﹤0.01% 1080
2025
Q2 		$3.37K Hold
78
– – ﹤0.01% 1020
2025
Q1 		$3.24K Hold
78
– – ﹤0.01% 992
2024
Q4 		$3.33K Hold
78
– – ﹤0.01% 986
2024
Q3 		$3.66K Hold
78
– – ﹤0.01% 883
2024
Q2 		$4K Hold
78
– – ﹤0.01% 832
2024
Q1 		$3.7K Hold
78
– – ﹤0.01% 822
2023
Q4 		$3.88K Hold
78
– – ﹤0.01% 802
2023
Q3 		$3.67K Hold
78
– – ﹤0.01% 791
2023
Q2 		$3.77K Hold
78
– – ﹤0.01% 777
2023
Q1 		$4.11K Buy
+78
New +$3.63K ﹤0.01% 758

Other funds holding FIZZ

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return