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WhitTier Trust Company’s National Beverage FIZZ Stock Holding History

WhitTier Trust Company’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
-66
Closed -$3.1K – 1373
2024
Q3 		$3.1K Hold
66
– – ﹤0.01% 1178
2024
Q2 		$3.38K Hold
66
– – ﹤0.01% 1123
2024
Q1 		$3.13K Hold
66
– – ﹤0.01% 1089
2023
Q4 		$3.28K Hold
66
– – ﹤0.01% 1082
2023
Q3 		$3.1K Hold
66
– – ﹤0.01% 1038
2023
Q2 		$3.19K Hold
66
– – ﹤0.01% 1072
2023
Q1 		$3.48K Hold
66
– – ﹤0.01% 1047
2022
Q4 		$3.07K Buy
+66
New +$3.1K ﹤0.01% 1059

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

WhitTier Trust Company's FIZZ Position: Q4 2024 in Review

WhitTier Trust Company sold out of National Beverage (FIZZ) in Q4 2024, closing a stake of 66 shares — an estimated $3.1K sold.

WhitTier Trust Company first reported a position in FIZZ in Q4 2022 and held it in 8 quarters. The position peaked at $3.48K in Q1 2023. 221 funds tracked by Wall St. Rank hold FIZZ as of Q4 2024.

  • WhitTier Trust Company reported no remaining National Beverage position as of Q4 2024 after selling out during the quarter.
  • WhitTier Trust Company sold 66 National Beverage shares in Q4 2024, an estimated $3.1K.
  • WhitTier Trust Company first reported a position in National Beverage in Q4 2022 and held it in 8 quarters.
  • WhitTier Trust Company's National Beverage position peaked at $3.48K in Q1 2023.
  • 221 funds tracked by Wall St. Rank held National Beverage as of Q4 2024.

Based on WhitTier Trust Company's 13F filing for Q4 2024, filed 11 Feb 2025.