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SYSTM Wealth Solutions’s National Beverage FIZZ Stock Holding History

SYSTM Wealth Solutions’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
Q2 		– Sell
-2,404
Closed -$114K – 773
2024
Q1 		$114K Hold
2,404
– – 0.01% 463
2023
Q4 		$120K Buy
+2,404
New +$115K 0.02% 435
2023
Q2 		– Sell
-7,404
Closed -$390K – 500
2023
Q1 		$390K Sell
7,404
-82
-1% -$3.82K 0.06% 336
2022
Q4 		$348K Buy
+7,486
New +$351K 0.04% 399

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

SYSTM Wealth Solutions's FIZZ Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of National Beverage (FIZZ) in Q2 2024, closing a stake of 2,404 shares — an estimated $114K sold.

SYSTM Wealth Solutions first reported a position in FIZZ in Q4 2022 and held it in 4 quarters. The position peaked at $390K in Q1 2023. 220 funds tracked by Wall St. Rank hold FIZZ as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining National Beverage position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 2,404 National Beverage shares in Q2 2024, an estimated $114K.
  • SYSTM Wealth Solutions first reported a position in National Beverage in Q4 2022 and held it in 4 quarters.
  • SYSTM Wealth Solutions's National Beverage position peaked at $390K in Q1 2023.
  • 220 funds tracked by Wall St. Rank held National Beverage as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.