Everpar Advisors’s National Beverage FIZZ Stock Holding History

Everpar Advisors’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 Q1	–	Sell	-5,170	Closed	-$257K	–	243
2023 Q4	$257K	Buy	+5,170	New	+$247K	0.12%	237

Other funds holding FIZZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Everpar Advisors's FIZZ Position: Q1 2024 in Review

Everpar Advisors sold out of National Beverage (FIZZ) in Q1 2024, closing a stake of 5,170 shares — an estimated $257K sold.

Everpar Advisors first reported a position in FIZZ in Q4 2023 and held it in 1 quarter. The position peaked at $257K in Q4 2023. 216 funds tracked by Wall St. Rank hold FIZZ as of Q1 2024.

Everpar Advisors reported no remaining National Beverage position as of Q1 2024 after selling out during the quarter.
Everpar Advisors sold 5,170 National Beverage shares in Q1 2024, an estimated $257K.
Everpar Advisors first reported a position in National Beverage in Q4 2023 and held it in 1 quarter.
Everpar Advisors's National Beverage position peaked at $257K in Q4 2023.
216 funds tracked by Wall St. Rank held National Beverage as of Q1 2024.

Based on Everpar Advisors's 13F filing for Q1 2024, filed 22 Apr 2024.