LPWM
FIZZ icon

Lake Point Wealth Management’s National Beverage FIZZ Stock Holding History

Lake Point 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
Q1 		$6K Hold
260
– – 0.01% 146
2019
Q4 		$7K Buy
+260
New +$6.25K ﹤0.01% 310

Other funds holding FIZZ

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
YCM
Yost Capital Management Houston, Texas $68.9M AUM 18.32% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Lake Point Wealth Management's FIZZ Position: Q1 2020 in Review

Lake Point Wealth Management held its National Beverage (FIZZ) position steady in Q1 2020 at 260 shares worth $6K. The position accounts for 0.01% of the portfolio, ranked #146.

Lake Point Wealth Management first reported a position in FIZZ in Q4 2019 and has held it in 2 quarters since. The position peaked at $7K in Q4 2019. 176 funds tracked by Wall St. Rank hold FIZZ as of Q1 2020.

  • Lake Point Wealth Management held 260 shares of National Beverage worth $6K as of Q1 2020.
  • Lake Point Wealth Management left its National Beverage share count unchanged in Q1 2020.
  • National Beverage made up 0.01% of Lake Point Wealth Management's portfolio in Q1 2020, its #146 holding.
  • Lake Point Wealth Management first reported a position in National Beverage in Q4 2019 and has held it in 2 quarters since.
  • Lake Point Wealth Management's National Beverage position peaked at $7K in Q4 2019.
  • 176 funds tracked by Wall St. Rank held National Beverage as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.