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Golden State Equity Partners’s National Beverage FIZZ Stock Holding History

Golden State Equity Partners’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
Q4 		– Sell
-697
Closed -$32.7K – 595
2024
Q3 		$32.7K Buy
+697
New +$33.1K 0.02% 446

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State Street
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Natixis Advisors
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Morgan Stanley
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Golden State Equity Partners's FIZZ Position: Q4 2024 in Review

Golden State Equity Partners sold out of National Beverage (FIZZ) in Q4 2024, closing a stake of 697 shares — an estimated $32.7K sold.

Golden State Equity Partners first reported a position in FIZZ in Q3 2024 and held it in 1 quarter. The position peaked at $32.7K in Q3 2024. 221 funds tracked by Wall St. Rank hold FIZZ as of Q4 2024.

  • Golden State Equity Partners reported no remaining National Beverage position as of Q4 2024 after selling out during the quarter.
  • Golden State Equity Partners sold 697 National Beverage shares in Q4 2024, an estimated $32.7K.
  • Golden State Equity Partners first reported a position in National Beverage in Q3 2024 and held it in 1 quarter.
  • Golden State Equity Partners's National Beverage position peaked at $32.7K in Q3 2024.
  • 221 funds tracked by Wall St. Rank held National Beverage as of Q4 2024.

Based on Golden State Equity Partners's 13F filing for Q4 2024, filed 24 Jan 2025.