KLC
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Knowledge Leaders Capital’s National Beverage FIZZ Stock Holding History

Knowledge Leaders Capital’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
-28,722
Closed -$876K – 116
2020
Q2 		$876K Buy
+28,722
New +$775K 0.89% 29

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BlackRock
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Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citigroup
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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

Knowledge Leaders Capital's FIZZ Position: Q3 2020 in Review

Knowledge Leaders Capital sold out of National Beverage (FIZZ) in Q3 2020, closing a stake of 28,722 shares — an estimated $876K sold.

Knowledge Leaders Capital first reported a position in FIZZ in Q2 2020 and held it in 1 quarter. The position peaked at $876K in Q2 2020. 223 funds tracked by Wall St. Rank hold FIZZ as of Q3 2020.

  • Knowledge Leaders Capital reported no remaining National Beverage position as of Q3 2020 after selling out during the quarter.
  • Knowledge Leaders Capital sold 28,722 National Beverage shares in Q3 2020, an estimated $876K.
  • Knowledge Leaders Capital first reported a position in National Beverage in Q2 2020 and held it in 1 quarter.
  • Knowledge Leaders Capital's National Beverage position peaked at $876K in Q2 2020.
  • 223 funds tracked by Wall St. Rank held National Beverage as of Q3 2020.

Based on Knowledge Leaders Capital's 13F filing for Q3 2020, filed 30 Oct 2020.