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Anchor Capital Advisors’s Zevia ZVIA Stock Holding History

Anchor Capital Advisors’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
2024
Q1 		– Sell
-39,412
Closed -$79.2K – 252
2023
Q4 		$79.2K Sell
39,412
-217,345
-85% -$436K ﹤0.01% 234
2023
Q3 		$570K Hold
256,757
– – 0.02% 202
2023
Q2 		$1.11M Buy
256,757
+55,040
+27% +$213K 0.03% 164
2023
Q1 		$777K Sell
201,717
-375
-0.2% -$1.51K 0.02% 187
2022
Q4 		$827K Buy
202,092
+1,200
+0.6% +$4.95K 0.02% 188
2022
Q3 		$868K Buy
+200,892
New +$818K 0.02% 183

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Anchor Capital Advisors's ZVIA Position: Q1 2024 in Review

Anchor Capital Advisors sold out of Zevia (ZVIA) in Q1 2024, closing a stake of 39,412 shares — an estimated $79.2K sold.

Anchor Capital Advisors first reported a position in ZVIA in Q3 2022 and held it in 6 quarters. The position peaked at $1.11M in Q2 2023. 50 funds tracked by Wall St. Rank hold ZVIA as of Q1 2024.

  • Anchor Capital Advisors reported no remaining Zevia position as of Q1 2024 after selling out during the quarter.
  • Anchor Capital Advisors sold 39,412 Zevia shares in Q1 2024, an estimated $79.2K.
  • Anchor Capital Advisors first reported a position in Zevia in Q3 2022 and held it in 6 quarters.
  • Anchor Capital Advisors's Zevia position peaked at $1.11M in Q2 2023.
  • 50 funds tracked by Wall St. Rank held Zevia as of Q1 2024.

Based on Anchor Capital Advisors's 13F filing for Q1 2024, filed 7 May 2024.