Ropes Wealth Advisors’s National Beverage FIZZ Stock Holding History

Ropes 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
2020 Q4	–	Sell	-776	Closed	-$26K	–	837
2020 Q3	$26K	Buy	+776	New	+$27.2K	0.01%	400

Other funds holding FIZZ

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Ropes Wealth Advisors's FIZZ Position: Q4 2020 in Review

Ropes Wealth Advisors sold out of National Beverage (FIZZ) in Q4 2020, closing a stake of 776 shares — an estimated $26K sold.

Ropes Wealth Advisors first reported a position in FIZZ in Q3 2020 and held it in 1 quarter. The position peaked at $26K in Q3 2020. 225 funds tracked by Wall St. Rank hold FIZZ as of Q4 2020.

Ropes Wealth Advisors reported no remaining National Beverage position as of Q4 2020 after selling out during the quarter.
Ropes Wealth Advisors sold 776 National Beverage shares in Q4 2020, an estimated $26K.
Ropes Wealth Advisors first reported a position in National Beverage in Q3 2020 and held it in 1 quarter.
Ropes Wealth Advisors's National Beverage position peaked at $26K in Q3 2020.
225 funds tracked by Wall St. Rank held National Beverage as of Q4 2020.

Based on Ropes Wealth Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.