Carson Wealth (CWM LLC)
ZEV

Carson Wealth (CWM LLC)’s Lightning eMotors, Inc. ZEV Stock Holding History

Carson Wealth (CWM LLC)’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
Q4 		– Sell
-4
Closed – – 4348
2022
Q3 		$0 Buy
+4
New +$228 ﹤0.01% 4282

Other funds holding ZEV

WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 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
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BOTW
Bank of the West Monterey Park, California $851M AUM 15.39% 1-Year Est. Return
ACM
Altium Capital Management New York $42M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ZEV Position: Q4 2022 in Review

Carson Wealth (CWM LLC) sold out of Lightning eMotors, Inc. (ZEV) in Q4 2022, closing a stake of 4 shares.

Carson Wealth (CWM LLC) first reported a position in ZEV in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 79 funds tracked by Wall St. Rank hold ZEV as of Q4 2022.

  • Carson Wealth (CWM LLC) reported no remaining Lightning eMotors, Inc. position as of Q4 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 4 Lightning eMotors, Inc. shares in Q4 2022.
  • Carson Wealth (CWM LLC) first reported a position in Lightning eMotors, Inc. in Q3 2022 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Lightning eMotors, Inc. position peaked at $0 in Q3 2022.
  • 79 funds tracked by Wall St. Rank held Lightning eMotors, Inc. as of Q4 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2022, filed 1 Feb 2023.