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LWM Advisory Services’s National Beverage FIZZ Stock Holding History

LWM Advisory Services’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
2023
Q4 		– Sell
-260
Closed -$12.2K – 106
2023
Q3 		$12.2K Buy
+260
New +$13.1K 0.01% 126

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LWM Advisory Services's FIZZ Position: Q4 2023 in Review

LWM Advisory Services sold out of National Beverage (FIZZ) in Q4 2023, closing a stake of 260 shares — an estimated $12.2K sold.

LWM Advisory Services first reported a position in FIZZ in Q3 2023 and held it in 1 quarter. The position peaked at $12.2K in Q3 2023. 210 funds tracked by Wall St. Rank hold FIZZ as of Q4 2023.

  • LWM Advisory Services reported no remaining National Beverage position as of Q4 2023 after selling out during the quarter.
  • LWM Advisory Services sold 260 National Beverage shares in Q4 2023, an estimated $12.2K.
  • LWM Advisory Services first reported a position in National Beverage in Q3 2023 and held it in 1 quarter.
  • LWM Advisory Services's National Beverage position peaked at $12.2K in Q3 2023.
  • 210 funds tracked by Wall St. Rank held National Beverage as of Q4 2023.

Based on LWM Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.