Nisa Investment Advisors
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Nisa Investment Advisors’s Zevia ZVIA Stock Holding History

Nisa Investment 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
Q2 		– Sell
-168
Closed -$197 – 2982
2024
Q1 		$197 Buy
+168
New +$259 ﹤0.01% 2646
2023
Q4 		– Sell
-2,940
Closed -$6.53K – 2765
2023
Q3 		$6.53K Buy
+2,940
New +$8.64K ﹤0.01% 2253

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

Nisa Investment Advisors's ZVIA Position: Q2 2024 in Review

Nisa Investment Advisors sold out of Zevia (ZVIA) in Q2 2024, closing a stake of 168 shares — an estimated $197 sold.

Nisa Investment Advisors first reported a position in ZVIA in Q3 2023 and held it in 2 quarters. The position peaked at $6.53K in Q3 2023. 59 funds tracked by Wall St. Rank hold ZVIA as of Q2 2024.

  • Nisa Investment Advisors reported no remaining Zevia position as of Q2 2024 after selling out during the quarter.
  • Nisa Investment Advisors sold 168 Zevia shares in Q2 2024, an estimated $197.
  • Nisa Investment Advisors first reported a position in Zevia in Q3 2023 and held it in 2 quarters.
  • Nisa Investment Advisors's Zevia position peaked at $6.53K in Q3 2023.
  • 59 funds tracked by Wall St. Rank held Zevia as of Q2 2024.

Based on Nisa Investment Advisors's 13F filing for Q2 2024, filed 19 Jul 2024.