Blue Bell Private Wealth Management’s Lightning eMotors, Inc. ZEV Stock Holding History

Blue Bell Private Wealth Management’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 Q2	–	Sell	-30	Closed	-$172	–	697
2023 Q1	$172	Hold	30	–	–	﹤0.01%	654
2022 Q4	$220	Hold	30	–	–	﹤0.01%	682
2022 Q3	$1K	Hold	30	–	–	﹤0.01%	734
2022 Q2	$2K	Hold	30	–	–	﹤0.01%	673
2022 Q1	$3K	Hold	30	–	–	﹤0.01%	661
2021 Q4	$4K	Buy	+30	New	+$4.53K	﹤0.01%	596

Other funds holding ZEV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

GRIM

Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BHCM

Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return

API

Advisor Partners II Walnut Creek, California $2.49B AUM 30.88% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Blue Bell Private Wealth Management's ZEV Position: Q2 2023 in Review

Blue Bell Private Wealth Management sold out of Lightning eMotors, Inc. (ZEV) in Q2 2023, closing a stake of 30 shares — an estimated $172 sold.

Blue Bell Private Wealth Management first reported a position in ZEV in Q4 2021 and held it in 6 quarters. The position peaked at $4K in Q4 2021. 37 funds tracked by Wall St. Rank hold ZEV as of Q2 2023.

Blue Bell Private Wealth Management reported no remaining Lightning eMotors, Inc. position as of Q2 2023 after selling out during the quarter.
Blue Bell Private Wealth Management sold 30 Lightning eMotors, Inc. shares in Q2 2023, an estimated $172.
Blue Bell Private Wealth Management first reported a position in Lightning eMotors, Inc. in Q4 2021 and held it in 6 quarters.
Blue Bell Private Wealth Management's Lightning eMotors, Inc. position peaked at $4K in Q4 2021.
37 funds tracked by Wall St. Rank held Lightning eMotors, Inc. as of Q2 2023.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.