Lido Advisors
FIZZ icon

Lido Advisors’s National Beverage FIZZ Stock Holding History

Lido 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
2024
Q3 		– Sell
-4,146
Closed -$226K – 1498
2024
Q2 		$226K Buy
+4,146
New +$194K ﹤0.01% 1245
2024
Q1 		– Sell
-4,233
Closed -$210K – 1414
2023
Q4 		$210K Sell
4,233
-5,589
-57% -$267K ﹤0.01% 1193
2023
Q3 		$462K Buy
+9,822
New +$495K ﹤0.01% 768
2023
Q2 		– Sell
-4,061
Closed -$214K – 1246
2023
Q1 		$214K Buy
+4,061
New +$189K ﹤0.01% 989
2021
Q4 		– Sell
-4,075
Closed -$213K – 1009
2021
Q3 		$213K Sell
4,075
-2,172
-35% -$101K ﹤0.01% 894
2021
Q2 		$295K Buy
+6,247
New +$303K ﹤0.01% 728

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

Lido Advisors's FIZZ Position: Q3 2024 in Review

Lido Advisors sold out of National Beverage (FIZZ) in Q3 2024, closing a stake of 4,146 shares — an estimated $226K sold.

Lido Advisors first reported a position in FIZZ in Q2 2021 and held it in 6 quarters. The position peaked at $462K in Q3 2023. 230 funds tracked by Wall St. Rank hold FIZZ as of Q3 2024.

  • Lido Advisors reported no remaining National Beverage position as of Q3 2024 after selling out during the quarter.
  • Lido Advisors sold 4,146 National Beverage shares in Q3 2024, an estimated $226K.
  • Lido Advisors first reported a position in National Beverage in Q2 2021 and held it in 6 quarters.
  • Lido Advisors's National Beverage position peaked at $462K in Q3 2023.
  • 230 funds tracked by Wall St. Rank held National Beverage as of Q3 2024.

Based on Lido Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.