WAAG
ZVIA icon

Wealth Alliance Advisory Group’s Zevia ZVIA Stock Holding History

Wealth Alliance Advisory 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
2023
Q1 		– Sell
-12,200
Closed -$49.9K – 177
2022
Q4 		$49.9K Buy
+12,200
New +$50.3K 0.02% 166

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
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 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
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 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

Wealth Alliance Advisory Group's ZVIA Position: Q1 2023 in Review

Wealth Alliance Advisory Group sold out of Zevia (ZVIA) in Q1 2023, closing a stake of 12,200 shares — an estimated $49.9K sold.

Wealth Alliance Advisory Group first reported a position in ZVIA in Q4 2022 and held it in 1 quarter. The position peaked at $49.9K in Q4 2022. 63 funds tracked by Wall St. Rank hold ZVIA as of Q1 2023.

  • Wealth Alliance Advisory Group reported no remaining Zevia position as of Q1 2023 after selling out during the quarter.
  • Wealth Alliance Advisory Group sold 12,200 Zevia shares in Q1 2023, an estimated $49.9K.
  • Wealth Alliance Advisory Group first reported a position in Zevia in Q4 2022 and held it in 1 quarter.
  • Wealth Alliance Advisory Group's Zevia position peaked at $49.9K in Q4 2022.
  • 63 funds tracked by Wall St. Rank held Zevia as of Q1 2023.

Based on Wealth Alliance Advisory Group's 13F filing for Q1 2023, filed 2 May 2023.