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FSC Wealth Advisors’s National Beverage FIZZ Stock Holding History

FSC Wealth 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
2025
Q1 		– Sell
-39
Closed -$1.66K – 282
2024
Q4 		$1.66K Hold
39
– – ﹤0.01% 269
2024
Q3 		$1.83K Hold
39
– – ﹤0.01% 254
2024
Q2 		$2K Buy
+39
New +$1.82K ﹤0.01% 256

Other funds holding FIZZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FSC Wealth Advisors's FIZZ Position: Q1 2025 in Review

FSC Wealth Advisors sold out of National Beverage (FIZZ) in Q1 2025, closing a stake of 39 shares — an estimated $1.66K sold.

FSC Wealth Advisors first reported a position in FIZZ in Q2 2024 and held it in 3 quarters. The position peaked at $2K in Q2 2024. 238 funds tracked by Wall St. Rank hold FIZZ as of Q1 2025.

  • FSC Wealth Advisors reported no remaining National Beverage position as of Q1 2025 after selling out during the quarter.
  • FSC Wealth Advisors sold 39 National Beverage shares in Q1 2025, an estimated $1.66K.
  • FSC Wealth Advisors first reported a position in National Beverage in Q2 2024 and held it in 3 quarters.
  • FSC Wealth Advisors's National Beverage position peaked at $2K in Q2 2024.
  • 238 funds tracked by Wall St. Rank held National Beverage as of Q1 2025.

Based on FSC Wealth Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.