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Macroview Investment Management’s National Beverage FIZZ Stock Holding History

Macroview Investment 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
2021
Q3 		– Sell
-350
Closed -$17K – 415
2021
Q2 		$17K Hold
350
– – 0.02% 155
2021
Q1 		$17K Sell
350
-350
-50% -$18.2K 0.02% 134
2020
Q4 		$30K Buy
+700
New +$30.1K 0.04% 108

Other funds holding FIZZ

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Renaissance Technologies
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BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Macroview Investment Management's FIZZ Position: Q3 2021 in Review

Macroview Investment Management sold out of National Beverage (FIZZ) in Q3 2021, closing a stake of 350 shares — an estimated $17K sold.

Macroview Investment Management first reported a position in FIZZ in Q4 2020 and held it in 3 quarters. The position peaked at $30K in Q4 2020. 207 funds tracked by Wall St. Rank hold FIZZ as of Q3 2021.

  • Macroview Investment Management reported no remaining National Beverage position as of Q3 2021 after selling out during the quarter.
  • Macroview Investment Management sold 350 National Beverage shares in Q3 2021, an estimated $17K.
  • Macroview Investment Management first reported a position in National Beverage in Q4 2020 and held it in 3 quarters.
  • Macroview Investment Management's National Beverage position peaked at $30K in Q4 2020.
  • 207 funds tracked by Wall St. Rank held National Beverage as of Q3 2021.

Based on Macroview Investment Management's 13F filing for Q3 2021, filed 28 Oct 2021.