Avior Wealth Management’s Zevia ZVIA Stock Holding History

Avior Wealth Management’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 Q2	–	Sell	-3	Closed	-$3	–	3777
2024 Q1	$3	Buy	+3	New	+$5	﹤0.01%	3823

Other funds holding ZVIA

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Avior Wealth Management's ZVIA Position: Q2 2024 in Review

Avior Wealth Management sold out of Zevia (ZVIA) in Q2 2024, closing a stake of 3 shares — an estimated $3 sold.

Avior Wealth Management first reported a position in ZVIA in Q1 2024 and held it in 1 quarter. The position peaked at $3 in Q1 2024. 59 funds tracked by Wall St. Rank hold ZVIA as of Q2 2024.

Avior Wealth Management reported no remaining Zevia position as of Q2 2024 after selling out during the quarter.
Avior Wealth Management sold 3 Zevia shares in Q2 2024, an estimated $3.
Avior Wealth Management first reported a position in Zevia in Q1 2024 and held it in 1 quarter.
Avior Wealth Management's Zevia position peaked at $3 in Q1 2024.
59 funds tracked by Wall St. Rank held Zevia as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.