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Spire Wealth Management’s National Beverage FIZZ Stock Holding History

Spire Wealth 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
2022
Q1 		– Sell
-423
Closed -$19K – 2642
2021
Q4 		$19K Buy
+423
New +$23K ﹤0.01% 2131
2021
Q2 		– Sell
-5,164
Closed -$252K – 2705
2021
Q1 		$252K Buy
+5,164
New +$268K 0.01% 960

Other funds holding FIZZ

Kayne Anderson Rudnick Investment Management
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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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Spire Wealth Management's FIZZ Position: Q1 2022 in Review

Spire Wealth Management sold out of National Beverage (FIZZ) in Q1 2022, closing a stake of 423 shares — an estimated $19K sold.

Spire Wealth Management first reported a position in FIZZ in Q1 2021 and held it in 2 quarters. The position peaked at $252K in Q1 2021. 190 funds tracked by Wall St. Rank hold FIZZ as of Q1 2022.

  • Spire Wealth Management reported no remaining National Beverage position as of Q1 2022 after selling out during the quarter.
  • Spire Wealth Management sold 423 National Beverage shares in Q1 2022, an estimated $19K.
  • Spire Wealth Management first reported a position in National Beverage in Q1 2021 and held it in 2 quarters.
  • Spire Wealth Management's National Beverage position peaked at $252K in Q1 2021.
  • 190 funds tracked by Wall St. Rank held National Beverage as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.