ZIM
FIZZ icon

Zacks Investment Management’s National Beverage FIZZ Stock Holding History

Zacks Investment 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
2024
Q1 		– Sell
-4,894
Closed -$243K – 669
2023
Q4 		$243K Sell
4,894
-7
-0.1% -$335 ﹤0.01% 561
2023
Q3 		$230K Sell
4,901
-1,381
-22% -$69.7K ﹤0.01% 551
2023
Q2 		$304K Buy
+6,282
New +$315K ﹤0.01% 527

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Zacks Investment Management's FIZZ Position: Q1 2024 in Review

Zacks Investment Management sold out of National Beverage (FIZZ) in Q1 2024, closing a stake of 4,894 shares — an estimated $243K sold.

Zacks Investment Management first reported a position in FIZZ in Q2 2023 and held it in 3 quarters. The position peaked at $304K in Q2 2023. 216 funds tracked by Wall St. Rank hold FIZZ as of Q1 2024.

  • Zacks Investment Management reported no remaining National Beverage position as of Q1 2024 after selling out during the quarter.
  • Zacks Investment Management sold 4,894 National Beverage shares in Q1 2024, an estimated $243K.
  • Zacks Investment Management first reported a position in National Beverage in Q2 2023 and held it in 3 quarters.
  • Zacks Investment Management's National Beverage position peaked at $304K in Q2 2023.
  • 216 funds tracked by Wall St. Rank held National Beverage as of Q1 2024.

Based on Zacks Investment Management's 13F filing for Q1 2024, filed 15 May 2024.