JWM
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Janiczek Wealth Management’s National Beverage FIZZ Stock Holding History

Janiczek 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
2020
Q3 		– Sell
-158
Closed -$5K – 671
2020
Q2 		$5K Buy
+158
New +$4.26K ﹤0.01% 181

Other funds holding FIZZ

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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 $303B AUM 53.02% 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

Janiczek Wealth Management's FIZZ Position: Q3 2020 in Review

Janiczek Wealth Management sold out of National Beverage (FIZZ) in Q3 2020, closing a stake of 158 shares — an estimated $5K sold.

Janiczek Wealth Management first reported a position in FIZZ in Q2 2020 and held it in 1 quarter. The position peaked at $5K in Q2 2020. 223 funds tracked by Wall St. Rank hold FIZZ as of Q3 2020.

  • Janiczek Wealth Management reported no remaining National Beverage position as of Q3 2020 after selling out during the quarter.
  • Janiczek Wealth Management sold 158 National Beverage shares in Q3 2020, an estimated $5K.
  • Janiczek Wealth Management first reported a position in National Beverage in Q2 2020 and held it in 1 quarter.
  • Janiczek Wealth Management's National Beverage position peaked at $5K in Q2 2020.
  • 223 funds tracked by Wall St. Rank held National Beverage as of Q3 2020.

Based on Janiczek Wealth Management's 13F filing for Q3 2020, filed 19 Oct 2020.