Sutton Wealth Advisors’s National Beverage FIZZ Stock Holding History

Sutton 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
2023 Q1	–	Sell	-673	Closed	-$31.3K	–	1073
2022 Q4	$31.3K	Hold	673	–	–	0.01%	537
2022 Q3	$25.9K	Buy	673 +6	+0.9%	+$300	0.01%	578
2022 Q2	$32.6K	Hold	667	–	–	0.01%	511
2022 Q1	$29K	Buy	667 +3	+0.5%	+$130	0.01%	585
2021 Q4	$30.1K	Buy	664 +6	+0.9%	+$326	0.01%	577
2021 Q3	$34.5K	Hold	658	–	–	0.01%	506
2021 Q2	$31.1K	Hold	658	–	–	0.01%	561
2021 Q1	$32.2K	Hold	658	–	–	0.01%	527
2020 Q4	$27.9K	Hold	658	–	–	0.01%	518
2020 Q3	$22.4K	Hold	658	–	–	0.01%	510
2020 Q2	$20.1K	Hold	658	–	–	0.01%	531
2020 Q1	$14K	Buy	658 +276	+72%	+$6.03K	0.01%	563
2019 Q4	$9.74K	Hold	382	–	–	0.01%	828
2019 Q3	$8.47K	Buy	+382	New	+$8.24K	﹤0.01%	834

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sutton Wealth Advisors's FIZZ Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of National Beverage (FIZZ) in Q1 2023, closing a stake of 673 shares — an estimated $31.3K sold.

Sutton Wealth Advisors first reported a position in FIZZ in Q3 2019 and held it in 14 quarters. The position peaked at $34.5K in Q3 2021. 189 funds tracked by Wall St. Rank hold FIZZ as of Q1 2023.

Sutton Wealth Advisors reported no remaining National Beverage position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 673 National Beverage shares in Q1 2023, an estimated $31.3K.
Sutton Wealth Advisors first reported a position in National Beverage in Q3 2019 and held it in 14 quarters.
Sutton Wealth Advisors's National Beverage position peaked at $34.5K in Q3 2021.
189 funds tracked by Wall St. Rank held National Beverage as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.