GSWM
FIZZ icon

Golden State Wealth Management’s National Beverage FIZZ Stock Holding History

Golden State 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
2026
Q1 		$1.41K Sell
42
-94
-69% -$3.26K ﹤0.01% 1398
2025
Q4 		$4.34K Sell
136
-274
-67% -$9.42K ﹤0.01% 1261
2025
Q3 		$15.1K Hold
410
– – ﹤0.01% 988
2025
Q2 		$17.7K Hold
410
– – ﹤0.01% 918
2025
Q1 		$17K Hold
410
– – ﹤0.01% 843
2024
Q4 		$17.5K Buy
+410
New +$19.2K ﹤0.01% 799
2021
Q4 		– Sell
-200
Closed -$10K – 367
2021
Q3 		$10K Buy
+200
New +$9.31K ﹤0.01% 301
2019
Q2 		– Sell
-1,394
Closed -$40K – 1091
2019
Q1 		$40K Buy
+1,394
New +$49.6K 0.01% 502

Other funds holding FIZZ

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return