Creative Planning
ZEV

Creative Planning’s Lightning eMotors, Inc. ZEV Stock Holding History

Creative Planning’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
Q2 		– Sell
-704
Closed -$150K – 2678
2021
Q1 		$150K Buy
+704
New +$189K ﹤0.01% 2168

Other funds holding ZEV

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LLL
Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
BWA
BDO Wealth Advisors Jacksonville, Florida $872M AUM 15.17% 1-Year Est. Return
EGM
Engineers Gate Manager New York $8B AUM 17.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Creative Planning's ZEV Position: Q2 2021 in Review

Creative Planning sold out of Lightning eMotors, Inc. (ZEV) in Q2 2021, closing a stake of 704 shares — an estimated $150K sold.

Creative Planning first reported a position in ZEV in Q1 2021 and held it in 1 quarter. The position peaked at $150K in Q1 2021. 40 funds tracked by Wall St. Rank hold ZEV as of Q2 2021.

  • Creative Planning reported no remaining Lightning eMotors, Inc. position as of Q2 2021 after selling out during the quarter.
  • Creative Planning sold 704 Lightning eMotors, Inc. shares in Q2 2021, an estimated $150K.
  • Creative Planning first reported a position in Lightning eMotors, Inc. in Q1 2021 and held it in 1 quarter.
  • Creative Planning's Lightning eMotors, Inc. position peaked at $150K in Q1 2021.
  • 40 funds tracked by Wall St. Rank held Lightning eMotors, Inc. as of Q2 2021.

Based on Creative Planning's 13F filing for Q2 2021, filed 4 Aug 2021.