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Pacific Capital Wealth Advisors’s National Beverage FIZZ Stock Holding History

Pacific Capital Wealth 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
Q2 		– Sell
-70
Closed -$3.32K – 598
2024
Q1 		$3.32K Buy
+70
New +$3.42K ﹤0.01% 376

Other funds holding FIZZ

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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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Pacific Capital Wealth Advisors's FIZZ Position: Q2 2024 in Review

Pacific Capital Wealth Advisors sold out of National Beverage (FIZZ) in Q2 2024, closing a stake of 70 shares — an estimated $3.32K sold.

Pacific Capital Wealth Advisors first reported a position in FIZZ in Q1 2024 and held it in 1 quarter. The position peaked at $3.32K in Q1 2024. 220 funds tracked by Wall St. Rank hold FIZZ as of Q2 2024.

  • Pacific Capital Wealth Advisors reported no remaining National Beverage position as of Q2 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 70 National Beverage shares in Q2 2024, an estimated $3.32K.
  • Pacific Capital Wealth Advisors first reported a position in National Beverage in Q1 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's National Beverage position peaked at $3.32K in Q1 2024.
  • 220 funds tracked by Wall St. Rank held National Beverage as of Q2 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.