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OneDigital Investment Advisors’s National Beverage FIZZ Stock Holding History

OneDigital Investment 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
2019
Q3 		– Sell
-2,000
Closed -$45K – 764
2019
Q2 		$45K Buy
+2,000
New +$51.5K ﹤0.01% 588
2018
Q1 		– Sell
-200
Closed -$10K – 1339
2017
Q4 		$10K Buy
+200
New +$10.3K ﹤0.01% 965

Other funds holding FIZZ

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
WCM
Woodson Capital Management Greenwich, Connecticut $636M AUM 39.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

OneDigital Investment Advisors's FIZZ Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of National Beverage (FIZZ) in Q3 2019, closing a stake of 2,000 shares — an estimated $45K sold.

OneDigital Investment Advisors first reported a position in FIZZ in Q4 2017 and held it in 2 quarters. The position peaked at $45K in Q2 2019. 163 funds tracked by Wall St. Rank hold FIZZ as of Q3 2019.

  • OneDigital Investment Advisors reported no remaining National Beverage position as of Q3 2019 after selling out during the quarter.
  • OneDigital Investment Advisors sold 2,000 National Beverage shares in Q3 2019, an estimated $45K.
  • OneDigital Investment Advisors first reported a position in National Beverage in Q4 2017 and held it in 2 quarters.
  • OneDigital Investment Advisors's National Beverage position peaked at $45K in Q2 2019.
  • 163 funds tracked by Wall St. Rank held National Beverage as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.