CFA
ZEV

Carroll Financial Associates’s Lightning eMotors, Inc. ZEV Stock Holding History

Carroll Financial Associates’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
2021
Q4 		$8K Hold
65
– – ﹤0.01% 1237
2021
Q3 		$11K Buy
+65
New +$10.4K ﹤0.01% 1198

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
BOTW
Bank of the West Monterey Park, California $851M AUM 15.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CAM
Cubic Asset Management Boston, Massachusetts $422M AUM 29.18% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Carroll Financial Associates's ZEV Position: Q4 2021 in Review

Carroll Financial Associates held its Lightning eMotors, Inc. (ZEV) position steady in Q4 2021 at 65 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1237.

Carroll Financial Associates first reported a position in ZEV in Q3 2021 and has held it in 2 quarters since. The position peaked at $11K in Q3 2021. 60 funds tracked by Wall St. Rank hold ZEV as of Q4 2021.

  • Carroll Financial Associates held 65 shares of Lightning eMotors, Inc. worth $8K as of Q4 2021.
  • Carroll Financial Associates left its Lightning eMotors, Inc. share count unchanged in Q4 2021.
  • Lightning eMotors, Inc. made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1237 holding.
  • Carroll Financial Associates first reported a position in Lightning eMotors, Inc. in Q3 2021 and has held it in 2 quarters since.
  • Carroll Financial Associates's Lightning eMotors, Inc. position peaked at $11K in Q3 2021.
  • 60 funds tracked by Wall St. Rank held Lightning eMotors, Inc. as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.