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Buckingham Strategic Wealth’s Zevia ZVIA Stock Holding History

Buckingham Strategic Wealth’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 		$96.5K Hold
142,934
– – ﹤0.01% 740
2024
Q1 		$167K Buy
+142,934
New +$220K ﹤0.01% 716

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
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
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Buckingham Strategic Wealth's ZVIA Position: Q2 2024 in Review

Buckingham Strategic Wealth held its Zevia (ZVIA) position steady in Q2 2024 at 142,934 shares worth $96.5K. The position accounts for ﹤0.01% of the portfolio, ranked #740.

Buckingham Strategic Wealth first reported a position in ZVIA in Q1 2024 and has held it in 2 quarters since. The position peaked at $167K in Q1 2024. 59 funds tracked by Wall St. Rank hold ZVIA as of Q2 2024.

  • Buckingham Strategic Wealth held 142,934 shares of Zevia worth $96.5K as of Q2 2024.
  • Buckingham Strategic Wealth left its Zevia share count unchanged in Q2 2024.
  • Zevia made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #740 holding.
  • Buckingham Strategic Wealth first reported a position in Zevia in Q1 2024 and has held it in 2 quarters since.
  • Buckingham Strategic Wealth's Zevia position peaked at $167K in Q1 2024.
  • 59 funds tracked by Wall St. Rank held Zevia as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.