CIBC Private Wealth Group
FIZZ icon

CIBC Private Wealth Group’s National Beverage FIZZ Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$159 Buy
+5
New +$172 ﹤0.01% 3255
2024
Q3 		– Sell
-51
Closed -$2.66K – 3174
2024
Q2 		$2.66K Hold
51
– – ﹤0.01% 2693
2024
Q1 		$2.52K Buy
+51
New +$2.5K ﹤0.01% 2695
2018
Q3 		– Sell
-1,200
Closed -$64K – 1213
2018
Q2 		$64K Hold
1,200
– – ﹤0.01% 1116
2018
Q1 		$53K Hold
1,200
– – ﹤0.01% 1141
2017
Q4 		$58K Buy
+1,200
New +$61.5K ﹤0.01% 1138

Other funds holding FIZZ

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Vanguard Group
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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return