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Westside Investment Management’s Zevia ZVIA Stock Holding History

Westside Investment 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
Q4 		– Sell
-2,000
Closed -$2.16K – 1021
2024
Q3 		$2.16K Hold
2,000
– – ﹤0.01% 896
2024
Q2 		$1.35K Hold
2,000
– – ﹤0.01% 928
2024
Q1 		$2.34K Hold
2,000
– – ﹤0.01% 814
2023
Q4 		$4.02K Buy
+2,000
New +$4.01K ﹤0.01% 719

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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 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
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Westside Investment Management's ZVIA Position: Q4 2024 in Review

Westside Investment Management sold out of Zevia (ZVIA) in Q4 2024, closing a stake of 2,000 shares — an estimated $2.16K sold.

Westside Investment Management first reported a position in ZVIA in Q4 2023 and held it in 4 quarters. The position peaked at $4.02K in Q4 2023. 65 funds tracked by Wall St. Rank hold ZVIA as of Q4 2024.

  • Westside Investment Management reported no remaining Zevia position as of Q4 2024 after selling out during the quarter.
  • Westside Investment Management sold 2,000 Zevia shares in Q4 2024, an estimated $2.16K.
  • Westside Investment Management first reported a position in Zevia in Q4 2023 and held it in 4 quarters.
  • Westside Investment Management's Zevia position peaked at $4.02K in Q4 2023.
  • 65 funds tracked by Wall St. Rank held Zevia as of Q4 2024.

Based on Westside Investment Management's 13F filing for Q4 2024, filed 17 Jan 2025.