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Abacus Planning Group’s Zevia ZVIA Stock Holding History

Abacus Planning Group’s Portfolio ZVIA Stock Details ZVIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-13,661
Closed -$57.2K – 247
2024
Q4 		$57.2K Buy
+13,661
New +$27.8K 0.01% 218

Other funds holding ZVIA

Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Abacus Planning Group's ZVIA Position: Q1 2025 in Review

Abacus Planning Group sold out of Zevia (ZVIA) in Q1 2025, closing a stake of 13,661 shares — an estimated $57.2K sold.

Abacus Planning Group first reported a position in ZVIA in Q4 2024 and held it in 1 quarter. The position peaked at $57.2K in Q4 2024. 81 funds tracked by Wall St. Rank hold ZVIA as of Q1 2025.

  • Abacus Planning Group reported no remaining Zevia position as of Q1 2025 after selling out during the quarter.
  • Abacus Planning Group sold 13,661 Zevia shares in Q1 2025, an estimated $57.2K.
  • Abacus Planning Group first reported a position in Zevia in Q4 2024 and held it in 1 quarter.
  • Abacus Planning Group's Zevia position peaked at $57.2K in Q4 2024.
  • 81 funds tracked by Wall St. Rank held Zevia as of Q1 2025.

Based on Abacus Planning Group's 13F filing for Q1 2025, filed 14 Apr 2025.