HFA
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HC Financial Advisors’s National Beverage FIZZ Stock Holding History

HC Financial 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
2020
Q3 		– Sell
-400
Closed -$12K – 382
2020
Q2 		$12K Hold
400
– – 0.01% 219
2020
Q1 		$9K Buy
+400
New +$8.75K 0.01% 245

Other funds holding FIZZ

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
YCM
Yost Capital Management Houston, Texas $68.9M AUM 18.32% 1-Year Est. Return

HC Financial Advisors's FIZZ Position: Q3 2020 in Review

HC Financial Advisors sold out of National Beverage (FIZZ) in Q3 2020, closing a stake of 400 shares — an estimated $12K sold.

HC Financial Advisors first reported a position in FIZZ in Q1 2020 and held it in 2 quarters. The position peaked at $12K in Q2 2020. 223 funds tracked by Wall St. Rank hold FIZZ as of Q3 2020.

  • HC Financial Advisors reported no remaining National Beverage position as of Q3 2020 after selling out during the quarter.
  • HC Financial Advisors sold 400 National Beverage shares in Q3 2020, an estimated $12K.
  • HC Financial Advisors first reported a position in National Beverage in Q1 2020 and held it in 2 quarters.
  • HC Financial Advisors's National Beverage position peaked at $12K in Q2 2020.
  • 223 funds tracked by Wall St. Rank held National Beverage as of Q3 2020.

Based on HC Financial Advisors's 13F filing for Q3 2020, filed 30 Oct 2020.