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Catamount Wealth Management’s National Beverage FIZZ Stock Holding History

Catamount Wealth 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
2017
Q4 		– Sell
-40
Closed -$2K – 195
2017
Q3 		$2K Buy
+40
New +$2.22K ﹤0.01% 173

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JIM
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GI
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State Street
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Catamount Wealth Management's FIZZ Position: Q4 2017 in Review

Catamount Wealth Management sold out of National Beverage (FIZZ) in Q4 2017, closing a stake of 40 shares — an estimated $2K sold.

Catamount Wealth Management first reported a position in FIZZ in Q3 2017 and held it in 1 quarter. The position peaked at $2K in Q3 2017. 182 funds tracked by Wall St. Rank hold FIZZ as of Q4 2017.

  • Catamount Wealth Management reported no remaining National Beverage position as of Q4 2017 after selling out during the quarter.
  • Catamount Wealth Management sold 40 National Beverage shares in Q4 2017, an estimated $2K.
  • Catamount Wealth Management first reported a position in National Beverage in Q3 2017 and held it in 1 quarter.
  • Catamount Wealth Management's National Beverage position peaked at $2K in Q3 2017.
  • 182 funds tracked by Wall St. Rank held National Beverage as of Q4 2017.

Based on Catamount Wealth Management's 13F filing for Q4 2017, filed 13 Feb 2018.