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West Financial Advisors’s Zevia ZVIA Stock Holding History

West Financial 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
2023
Q4 		– Sell
-1,000
Closed -$2.22K – 212
2023
Q3 		$2.22K Hold
1,000
– – ﹤0.01% 171
2023
Q2 		$4.31K Hold
1,000
– – ﹤0.01% 144
2023
Q1 		$3.85K Hold
1,000
– – ﹤0.01% 131
2022
Q4 		$4.09K Buy
+1,000
New +$4.12K ﹤0.01% 127

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

West Financial Advisors's ZVIA Position: Q4 2023 in Review

West Financial Advisors sold out of Zevia (ZVIA) in Q4 2023, closing a stake of 1,000 shares — an estimated $2.22K sold.

West Financial Advisors first reported a position in ZVIA in Q4 2022 and held it in 4 quarters. The position peaked at $4.31K in Q2 2023. 63 funds tracked by Wall St. Rank hold ZVIA as of Q4 2023.

  • West Financial Advisors reported no remaining Zevia position as of Q4 2023 after selling out during the quarter.
  • West Financial Advisors sold 1,000 Zevia shares in Q4 2023, an estimated $2.22K.
  • West Financial Advisors first reported a position in Zevia in Q4 2022 and held it in 4 quarters.
  • West Financial Advisors's Zevia position peaked at $4.31K in Q2 2023.
  • 63 funds tracked by Wall St. Rank held Zevia as of Q4 2023.

Based on West Financial Advisors's 13F filing for Q4 2023, filed 11 Jan 2024.