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YorkBridge Wealth Partners’s National Beverage FIZZ Stock Holding History

YorkBridge Wealth Partners’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
2019
Q3 		– Sell
-70
Closed -$2K – 345
2019
Q2 		$2K Hold
70
– – ﹤0.01% 697
2019
Q1 		$2K Hold
70
– – ﹤0.01% 696
2018
Q4 		$3K Hold
70
– – ﹤0.01% 662
2018
Q3 		$4K Buy
+70
New +$3.93K ﹤0.01% 668

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YorkBridge Wealth Partners's FIZZ Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of National Beverage (FIZZ) in Q3 2019, closing a stake of 70 shares — an estimated $2K sold.

YorkBridge Wealth Partners first reported a position in FIZZ in Q3 2018 and held it in 4 quarters. The position peaked at $4K in Q3 2018. 163 funds tracked by Wall St. Rank hold FIZZ as of Q3 2019.

  • YorkBridge Wealth Partners reported no remaining National Beverage position as of Q3 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 70 National Beverage shares in Q3 2019, an estimated $2K.
  • YorkBridge Wealth Partners first reported a position in National Beverage in Q3 2018 and held it in 4 quarters.
  • YorkBridge Wealth Partners's National Beverage position peaked at $4K in Q3 2018.
  • 163 funds tracked by Wall St. Rank held National Beverage as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.