Tucker Asset Management’s National Beverage FIZZ Stock Holding History

Tucker Asset 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
2023 Q1	–	Sell	-7	Closed	-$335	–	1197
2022 Q4	$335	Hold	7	–	–	﹤0.01%	732
2022 Q3	$332	Buy	+7	New	+$350	﹤0.01%	770

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

Tucker Asset Management's FIZZ Position: Q1 2023 in Review

Tucker Asset Management sold out of National Beverage (FIZZ) in Q1 2023, closing a stake of 7 shares — an estimated $335 sold.

Tucker Asset Management first reported a position in FIZZ in Q3 2022 and held it in 2 quarters. The position peaked at $335 in Q4 2022. 189 funds tracked by Wall St. Rank hold FIZZ as of Q1 2023.

Tucker Asset Management reported no remaining National Beverage position as of Q1 2023 after selling out during the quarter.
Tucker Asset Management sold 7 National Beverage shares in Q1 2023, an estimated $335.
Tucker Asset Management first reported a position in National Beverage in Q3 2022 and held it in 2 quarters.
Tucker Asset Management's National Beverage position peaked at $335 in Q4 2022.
189 funds tracked by Wall St. Rank held National Beverage as of Q1 2023.

Based on Tucker Asset Management's 13F filing for Q1 2023, filed 11 May 2023.