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LGT Financial Advisors’s National Beverage FIZZ Stock Holding History

LGT Financial Advisors’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
2025
Q1 		– Sell
-88
Closed -$3.75K – 465
2024
Q4 		$3.75K Hold
88
– – 0.01% 592
2024
Q3 		$4.13K Hold
88
– – 0.01% 569
2024
Q2 		$4.51K Hold
88
– – 0.01% 613
2024
Q1 		$4.18K Hold
88
– – ﹤0.01% 647
2023
Q4 		$4.38K Hold
88
– – 0.01% 658
2023
Q3 		$4.14K Buy
+88
New +$4.44K 0.01% 664

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LGT Financial Advisors's FIZZ Position: Q1 2025 in Review

LGT Financial Advisors sold out of National Beverage (FIZZ) in Q1 2025, closing a stake of 88 shares — an estimated $3.75K sold.

LGT Financial Advisors first reported a position in FIZZ in Q3 2023 and held it in 6 quarters. The position peaked at $4.51K in Q2 2024. 238 funds tracked by Wall St. Rank hold FIZZ as of Q1 2025.

  • LGT Financial Advisors reported no remaining National Beverage position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 88 National Beverage shares in Q1 2025, an estimated $3.75K.
  • LGT Financial Advisors first reported a position in National Beverage in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's National Beverage position peaked at $4.51K in Q2 2024.
  • 238 funds tracked by Wall St. Rank held National Beverage as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.