EWM
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Executive Wealth Management’s National Beverage FIZZ Stock Holding History

Executive 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
-8
Closed – – 360
2019
Q2 		$0 Hold
8
– – ﹤0.01% 909
2019
Q1 		$0 Hold
8
– – ﹤0.01% 857
2018
Q4 		$0 Buy
+8
New +$368 ﹤0.01% 888

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Man Group
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GC
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WCM
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Deutsche Bank
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Dimensional Fund Advisors
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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Executive Wealth Management sold out of National Beverage (FIZZ) in Q3 2019, closing a stake of 8 shares.

Executive Wealth Management first reported a position in FIZZ in Q4 2018 and held it in 3 quarters. The position peaked at $0 in Q2 2019. 163 funds tracked by Wall St. Rank hold FIZZ as of Q3 2019.

  • Executive Wealth Management reported no remaining National Beverage position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 8 National Beverage shares in Q3 2019.
  • Executive Wealth Management first reported a position in National Beverage in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's National Beverage position peaked at $0 in Q2 2019.
  • 163 funds tracked by Wall St. Rank held National Beverage as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.