Financial Architects (New Jersey)’s National Beverage FIZZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-356
Closed -$13K 1448
2018
Q4
$13K Sell
356
-340
-49% -$15.7K ﹤0.01% 929
2018
Q3
$41K Buy
696
+70
+11% +$3.93K 0.01% 694
2018
Q2
$33K Buy
+626
New +$29.4K 0.01% 673

Other funds holding FIZZ

Financial Architects (New Jersey)'s FIZZ Position: Q1 2019 in Review

Financial Architects (New Jersey) sold out of National Beverage (FIZZ) in Q1 2019, closing a stake of 356 shares — an estimated $13K sold.

Financial Architects (New Jersey) first reported a position in FIZZ in Q2 2018 and held it in 3 quarters. The position peaked at $41K in Q3 2018. 186 funds tracked by Wall St. Rank hold FIZZ as of Q1 2019.

  • Financial Architects (New Jersey) reported no remaining National Beverage position as of Q1 2019 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 356 National Beverage shares in Q1 2019, an estimated $13K.
  • Financial Architects (New Jersey) first reported a position in National Beverage in Q2 2018 and held it in 3 quarters.
  • Financial Architects (New Jersey)'s National Beverage position peaked at $41K in Q3 2018.
  • 186 funds tracked by Wall St. Rank held National Beverage as of Q1 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2019, filed 3 May 2019.