Kaizen Advisory’s National Beverage FIZZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-22,176
Closed -$1.19M 586
2018
Q2
$1.19M Buy
22,176
+16,622
+299% +$781K 0.6% 44
2018
Q1
$247K Buy
+5,554
New +$273K 0.24% 84

Other funds holding FIZZ

Kaizen Advisory's FIZZ Position: Q3 2018 in Review

Kaizen Advisory sold out of National Beverage (FIZZ) in Q3 2018, closing a stake of 22,176 shares — an estimated $1.19M sold.

Kaizen Advisory first reported a position in FIZZ in Q1 2018 and held it in 2 quarters. The position peaked at $1.19M in Q2 2018. 181 funds tracked by Wall St. Rank hold FIZZ as of Q3 2018.

  • Kaizen Advisory reported no remaining National Beverage position as of Q3 2018 after selling out during the quarter.
  • Kaizen Advisory sold 22,176 National Beverage shares in Q3 2018, an estimated $1.19M.
  • Kaizen Advisory first reported a position in National Beverage in Q1 2018 and held it in 2 quarters.
  • Kaizen Advisory's National Beverage position peaked at $1.19M in Q2 2018.
  • 181 funds tracked by Wall St. Rank held National Beverage as of Q3 2018.

Based on Kaizen Advisory's 13F filing for Q3 2018, filed 1 Nov 2018.