KI
FIZZ icon

Kapitalo Investimentos’s National Beverage FIZZ Stock Holding History

Kapitalo Investimentos’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
2023
Q4 		– Sell
-6,868
Closed -$323K – 602
2023
Q3 		$323K Buy
+6,868
New +$346K 0.04% 189

Other funds holding FIZZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Kapitalo Investimentos's FIZZ Position: Q4 2023 in Review

Kapitalo Investimentos sold out of National Beverage (FIZZ) in Q4 2023, closing a stake of 6,868 shares — an estimated $323K sold.

Kapitalo Investimentos first reported a position in FIZZ in Q3 2023 and held it in 1 quarter. The position peaked at $323K in Q3 2023. 210 funds tracked by Wall St. Rank hold FIZZ as of Q4 2023.

  • Kapitalo Investimentos reported no remaining National Beverage position as of Q4 2023 after selling out during the quarter.
  • Kapitalo Investimentos sold 6,868 National Beverage shares in Q4 2023, an estimated $323K.
  • Kapitalo Investimentos first reported a position in National Beverage in Q3 2023 and held it in 1 quarter.
  • Kapitalo Investimentos's National Beverage position peaked at $323K in Q3 2023.
  • 210 funds tracked by Wall St. Rank held National Beverage as of Q4 2023.

Based on Kapitalo Investimentos's 13F filing for Q4 2023, filed 29 Mar 2024.