PCM
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Prelude Capital Management’s National Beverage FIZZ Stock Holding History

Prelude Capital 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
-6,800
Closed -$321K – 1837
2021
Q2 		$321K Buy
+6,800
New +$330K 0.01% 1164

Other funds holding FIZZ

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
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

Prelude Capital Management's FIZZ Position: Q4 2020 in Review

Prelude Capital Management sold out of National Beverage (FIZZ) in Q4 2020, closing a stake of 520 shares — an estimated $18K sold.

Prelude Capital Management first reported a position in FIZZ in Q3 2014 and held it in 14 quarters. The position peaked at $152K in Q4 2014. 225 funds tracked by Wall St. Rank hold FIZZ as of Q4 2020.

  • Prelude Capital Management reported no remaining National Beverage position as of Q4 2020 after selling out during the quarter.
  • Prelude Capital Management sold 520 National Beverage shares in Q4 2020, an estimated $18K.
  • Prelude Capital Management first reported a position in National Beverage in Q3 2014 and held it in 14 quarters.
  • Prelude Capital Management's National Beverage position peaked at $152K in Q4 2014.
  • 225 funds tracked by Wall St. Rank held National Beverage as of Q4 2020.

Based on Prelude Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.