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FIZZ icon

Inspire Investing’s National Beverage FIZZ Stock Holding History

Inspire Investing’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
2021
Q4 		– Sell
-24,179
Closed -$1.27M – 799
2021
Q3 		$1.27M Buy
24,179
+4,319
+22% +$201K 0.16% 158
2021
Q2 		$938K Buy
19,860
+3,330
+20% +$162K 0.12% 181
2021
Q1 		$808K Buy
16,530
+5,514
+50% +$287K 0.12% 168
2020
Q4 		$467K Buy
+11,016
New +$474K 0.1% 198

Other funds holding FIZZ

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Inspire Investing's FIZZ Position: Q4 2021 in Review

Inspire Investing sold out of National Beverage (FIZZ) in Q4 2021, closing a stake of 24,179 shares — an estimated $1.27M sold.

Inspire Investing first reported a position in FIZZ in Q4 2020 and held it in 4 quarters. The position peaked at $1.27M in Q3 2021. 209 funds tracked by Wall St. Rank hold FIZZ as of Q4 2021.

  • Inspire Investing reported no remaining National Beverage position as of Q4 2021 after selling out during the quarter.
  • Inspire Investing sold 24,179 National Beverage shares in Q4 2021, an estimated $1.27M.
  • Inspire Investing first reported a position in National Beverage in Q4 2020 and held it in 4 quarters.
  • Inspire Investing's National Beverage position peaked at $1.27M in Q3 2021.
  • 209 funds tracked by Wall St. Rank held National Beverage as of Q4 2021.

Based on Inspire Investing's 13F filing for Q4 2021, filed 3 Feb 2022.