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Doyle Wealth Management’s National Beverage FIZZ Stock Holding History

Doyle 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
2019
Q3 		– Sell
-738
Closed -$16K – 380
2019
Q2 		$16K Buy
+738
New +$19K ﹤0.01% 552
2019
Q1 		– Sell
-1,400
Closed -$50K – 366
2018
Q4 		$50K Buy
+1,400
New +$64.5K 0.01% 353

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Kayne Anderson Rudnick Investment Management
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Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
WCM
Woodson Capital Management Greenwich, Connecticut $636M AUM 39.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Doyle Wealth Management's FIZZ Position: Q3 2019 in Review

Doyle Wealth Management sold out of National Beverage (FIZZ) in Q3 2019, closing a stake of 738 shares — an estimated $16K sold.

Doyle Wealth Management first reported a position in FIZZ in Q4 2018 and held it in 2 quarters. The position peaked at $50K in Q4 2018. 163 funds tracked by Wall St. Rank hold FIZZ as of Q3 2019.

  • Doyle Wealth Management reported no remaining National Beverage position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 738 National Beverage shares in Q3 2019, an estimated $16K.
  • Doyle Wealth Management first reported a position in National Beverage in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's National Beverage position peaked at $50K in Q4 2018.
  • 163 funds tracked by Wall St. Rank held National Beverage as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.