SkyOak Wealth’s National Beverage FIZZ Stock Holding History

SkyOak 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 Q4	–	Sell	-5,792	Closed	-$272K	–	267
2024 Q3	$272K	Buy	+5,792	New	+$275K	0.06%	186

Other funds holding FIZZ

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

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SkyOak Wealth's FIZZ Position: Q4 2024 in Review

SkyOak Wealth sold out of National Beverage (FIZZ) in Q4 2024, closing a stake of 5,792 shares — an estimated $272K sold.

SkyOak Wealth first reported a position in FIZZ in Q3 2024 and held it in 1 quarter. The position peaked at $272K in Q3 2024. 221 funds tracked by Wall St. Rank hold FIZZ as of Q4 2024.

SkyOak Wealth reported no remaining National Beverage position as of Q4 2024 after selling out during the quarter.
SkyOak Wealth sold 5,792 National Beverage shares in Q4 2024, an estimated $272K.
SkyOak Wealth first reported a position in National Beverage in Q3 2024 and held it in 1 quarter.
SkyOak Wealth's National Beverage position peaked at $272K in Q3 2024.
221 funds tracked by Wall St. Rank held National Beverage as of Q4 2024.

Based on SkyOak Wealth's 13F filing for Q4 2024, filed 24 Jan 2025.