Bank of America
ZEV

Bank of America’s Lightning eMotors, Inc. ZEV Stock Holding History

Bank of America’s Portfolio ZEV Stock Details ZEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-58
Closed -$209 – 8072
2023
Q2 		$209 Sell
58
-631
-92% -$2.86K ﹤0.01% 7382
2023
Q1 		$3.94K Sell
689
-761
-52% -$8.87K ﹤0.01% 7115
2022
Q4 		$10.6K Sell
1,450
-12,395
-90% -$237K ﹤0.01% 6904
2022
Q3 		$429K Buy
13,845
+8,207
+146% +$468K ﹤0.01% 5516
2022
Q2 		$312K Sell
5,638
-2,489
-31% -$198K ﹤0.01% 5768
2022
Q1 		$927K Buy
8,127
+7,704
+1,821% +$829K ﹤0.01% 5351
2021
Q4 		$51K Buy
423
+398
+1,592% +$60K ﹤0.01% 7212
2021
Q3 		$4K Buy
25
+24
+2,400% +$3.85K ﹤0.01% 7794
2021
Q2 		$0 Buy
+1
New +$171 ﹤0.01% 8232

Other funds holding ZEV

CAM
Cubic Asset Management Boston, Massachusetts $422M AUM 29.18% 1-Year Est. Return
SIA
SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return

Bank of America's ZEV Position: Q3 2023 in Review

Bank of America sold out of Lightning eMotors, Inc. (ZEV) in Q3 2023, closing a stake of 58 shares — an estimated $209 sold.

Bank of America first reported a position in ZEV in Q2 2021 and held it in 9 quarters. The position peaked at $927K in Q1 2022. 5 funds tracked by Wall St. Rank hold ZEV as of Q3 2023.

  • Bank of America reported no remaining Lightning eMotors, Inc. position as of Q3 2023 after selling out during the quarter.
  • Bank of America sold 58 Lightning eMotors, Inc. shares in Q3 2023, an estimated $209.
  • Bank of America first reported a position in Lightning eMotors, Inc. in Q2 2021 and held it in 9 quarters.
  • Bank of America's Lightning eMotors, Inc. position peaked at $927K in Q1 2022.
  • 5 funds tracked by Wall St. Rank held Lightning eMotors, Inc. as of Q3 2023.

Based on Bank of America's 13F filing for Q3 2023, filed 14 Nov 2023.