KFI
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Key Financial Inc’s National Beverage FIZZ Stock Holding History

Key Financial Inc’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
-400
Closed -$17K – 775
2020
Q4 		$17K Buy
+400
New +$17.2K 0.01% 389
2020
Q2 		– Sell
-400
Closed -$9K – 279
2020
Q1 		$9K Buy
+400
New +$8.75K 0.01% 414

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

Key Financial Inc's FIZZ Position: Q1 2021 in Review

Key Financial Inc sold out of National Beverage (FIZZ) in Q1 2021, closing a stake of 400 shares — an estimated $17K sold.

Key Financial Inc first reported a position in FIZZ in Q1 2020 and held it in 2 quarters. The position peaked at $17K in Q4 2020. 211 funds tracked by Wall St. Rank hold FIZZ as of Q1 2021.

  • Key Financial Inc reported no remaining National Beverage position as of Q1 2021 after selling out during the quarter.
  • Key Financial Inc sold 400 National Beverage shares in Q1 2021, an estimated $17K.
  • Key Financial Inc first reported a position in National Beverage in Q1 2020 and held it in 2 quarters.
  • Key Financial Inc's National Beverage position peaked at $17K in Q4 2020.
  • 211 funds tracked by Wall St. Rank held National Beverage as of Q1 2021.

Based on Key Financial Inc's 13F filing for Q1 2021, filed 30 Apr 2021.