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Jackson Creek Investment Advisors’s National Beverage FIZZ Stock Holding History

Jackson Creek Investment 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
2021
Q1 		– Sell
-23,092
Closed -$980K – 341
2020
Q4 		$980K Sell
23,092
-38
-0.2% -$1.63K 0.38% 121
2020
Q3 		$787K Buy
+23,130
New +$810K 0.36% 129

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Jackson Creek Investment Advisors's FIZZ Position: Q1 2021 in Review

Jackson Creek Investment Advisors sold out of National Beverage (FIZZ) in Q1 2021, closing a stake of 23,092 shares — an estimated $980K sold.

Jackson Creek Investment Advisors first reported a position in FIZZ in Q3 2020 and held it in 2 quarters. The position peaked at $980K in Q4 2020. 211 funds tracked by Wall St. Rank hold FIZZ as of Q1 2021.

  • Jackson Creek Investment Advisors reported no remaining National Beverage position as of Q1 2021 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 23,092 National Beverage shares in Q1 2021, an estimated $980K.
  • Jackson Creek Investment Advisors first reported a position in National Beverage in Q3 2020 and held it in 2 quarters.
  • Jackson Creek Investment Advisors's National Beverage position peaked at $980K in Q4 2020.
  • 211 funds tracked by Wall St. Rank held National Beverage as of Q1 2021.

Based on Jackson Creek Investment Advisors's 13F filing for Q1 2021, filed 27 May 2021.