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FIZZ icon

NewEdge Advisors’s National Beverage FIZZ Stock Holding History

NewEdge 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
2026
Q1 		$1.14K Hold
34
– – ﹤0.01% 3886
2025
Q4 		$1.08K Hold
34
– – ﹤0.01% 3974
2025
Q3 		$1.25K Hold
34
– – ﹤0.01% 3851
2025
Q2 		$1.47K Hold
34
– – ﹤0.01% 3673
2025
Q1 		$1.41K Hold
34
– – ﹤0.01% 3575
2024
Q4 		$1.45K Hold
34
– – ﹤0.01% 3503
2024
Q3 		$1.6K Hold
34
– – ﹤0.01% 3429
2024
Q2 		$1.74K Hold
34
– – ﹤0.01% 3366
2024
Q1 		$1.61K Hold
34
– – ﹤0.01% 3417
2023
Q4 		$1.69K Buy
+34
New +$1.63K ﹤0.01% 3373
2023
Q1 		– Sell
-3,608
Closed -$161K – 3669
2022
Q4 		$161K Sell
3,608
-6,628
-65% -$311K ﹤0.01% 1259
2022
Q3 		$395K Buy
+10,236
New +$512K 0.01% 1075
2020
Q4 		– Sell
-15,306
Closed -$521K – 1024
2020
Q3 		$521K Buy
15,306
+1,964
+15% +$68.7K 0.02% 564
2020
Q2 		$407K Buy
13,342
+1,882
+16% +$50.8K 0.02% 595
2020
Q1 		$244K Buy
+11,460
New +$251K 0.01% 658

Other funds holding FIZZ

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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return