BWA
ZEV

BDO Wealth Advisors’s Lightning eMotors, Inc. ZEV Stock Holding History

BDO Wealth Advisors’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
2022
Q3 		– Sell
-3,150
Closed -$174K – 1165
2022
Q2 		$174K Sell
3,150
-1,100
-26% -$87.5K 0.02% 268
2022
Q1 		$484K Hold
4,250
– – 0.05% 185
2021
Q4 		$511K Hold
4,250
– – 0.05% 185
2021
Q3 		$727K Hold
4,250
– – 0.08% 156
2021
Q2 		$706K Buy
+4,250
New +$726K 0.08% 163

Other funds holding ZEV

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BOTW
Bank of the West Monterey Park, California $851M AUM 15.39% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BDO Wealth Advisors's ZEV Position: Q3 2022 in Review

BDO Wealth Advisors sold out of Lightning eMotors, Inc. (ZEV) in Q3 2022, closing a stake of 3,150 shares — an estimated $174K sold.

BDO Wealth Advisors first reported a position in ZEV in Q2 2021 and held it in 5 quarters. The position peaked at $727K in Q3 2021. 85 funds tracked by Wall St. Rank hold ZEV as of Q3 2022.

  • BDO Wealth Advisors reported no remaining Lightning eMotors, Inc. position as of Q3 2022 after selling out during the quarter.
  • BDO Wealth Advisors sold 3,150 Lightning eMotors, Inc. shares in Q3 2022, an estimated $174K.
  • BDO Wealth Advisors first reported a position in Lightning eMotors, Inc. in Q2 2021 and held it in 5 quarters.
  • BDO Wealth Advisors's Lightning eMotors, Inc. position peaked at $727K in Q3 2021.
  • 85 funds tracked by Wall St. Rank held Lightning eMotors, Inc. as of Q3 2022.

Based on BDO Wealth Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.