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Simplicity Wealth’s National Beverage FIZZ Stock Holding History

Simplicity Wealth’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
Q3 		– Sell
-13,473
Closed -$690K – 744
2024
Q2 		$690K Sell
13,473
-361
-3% -$16.9K 0.02% 637
2024
Q1 		$657K Buy
+13,834
New +$677K 0.02% 642

Other funds holding FIZZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Simplicity Wealth's FIZZ Position: Q3 2024 in Review

Simplicity Wealth sold out of National Beverage (FIZZ) in Q3 2024, closing a stake of 13,473 shares — an estimated $690K sold.

Simplicity Wealth first reported a position in FIZZ in Q1 2024 and held it in 2 quarters. The position peaked at $690K in Q2 2024. 230 funds tracked by Wall St. Rank hold FIZZ as of Q3 2024.

  • Simplicity Wealth reported no remaining National Beverage position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 13,473 National Beverage shares in Q3 2024, an estimated $690K.
  • Simplicity Wealth first reported a position in National Beverage in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's National Beverage position peaked at $690K in Q2 2024.
  • 230 funds tracked by Wall St. Rank held National Beverage as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.