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Principle Wealth Partners’s National Beverage FIZZ Stock Holding History

Principle Wealth Partners’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
2020
Q3 		– Sell
-3,456
Closed -$105K – 255
2020
Q2 		$105K Buy
+3,456
New +$93.3K 0.03% 207

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State Street
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Invesco
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Citigroup
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YCM
Yost Capital Management Houston, Texas $68.9M AUM 18.32% 1-Year Est. Return

Principle Wealth Partners's FIZZ Position: Q3 2020 in Review

Principle Wealth Partners sold out of National Beverage (FIZZ) in Q3 2020, closing a stake of 3,456 shares — an estimated $105K sold.

Principle Wealth Partners first reported a position in FIZZ in Q2 2020 and held it in 1 quarter. The position peaked at $105K in Q2 2020. 223 funds tracked by Wall St. Rank hold FIZZ as of Q3 2020.

  • Principle Wealth Partners reported no remaining National Beverage position as of Q3 2020 after selling out during the quarter.
  • Principle Wealth Partners sold 3,456 National Beverage shares in Q3 2020, an estimated $105K.
  • Principle Wealth Partners first reported a position in National Beverage in Q2 2020 and held it in 1 quarter.
  • Principle Wealth Partners's National Beverage position peaked at $105K in Q2 2020.
  • 223 funds tracked by Wall St. Rank held National Beverage as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.