GWMIA
ZY

Global Wealth Management Investment Advisory’s Zymergen Inc. Common Stock ZY Stock Holding History

Global Wealth Management Investment Advisory’s Portfolio ZY Stock Details ZY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-100
Closed – – 525
2022
Q2 		$0 Hold
100
– – ﹤0.01% 552
2022
Q1 		$0 Hold
100
– – ﹤0.01% 544
2021
Q4 		$1K Hold
100
– – ﹤0.01% 446
2021
Q3 		$1K Hold
100
– – ﹤0.01% 456
2021
Q2 		$4K Buy
+100
New +$3.95K ﹤0.01% 365

Other funds holding ZY

SIAU
SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TVPI
True Venture Partners IV Palo Alto, California $8.41M AUM 78.89% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
DCI
Data Collective II Palo Alto, California $8.44M AUM 11.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
E
Ergoteles New York $68.2M AUM 36.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return

Global Wealth Management Investment Advisory's ZY Position: Q3 2022 in Review

Global Wealth Management Investment Advisory sold out of Zymergen Inc. Common Stock (ZY) in Q3 2022, closing a stake of 100 shares.

Global Wealth Management Investment Advisory first reported a position in ZY in Q2 2021 and held it in 5 quarters. The position peaked at $4K in Q2 2021. 86 funds tracked by Wall St. Rank hold ZY as of Q3 2022.

  • Global Wealth Management Investment Advisory reported no remaining Zymergen Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 100 Zymergen Inc. Common Stock shares in Q3 2022.
  • Global Wealth Management Investment Advisory first reported a position in Zymergen Inc. Common Stock in Q2 2021 and held it in 5 quarters.
  • Global Wealth Management Investment Advisory's Zymergen Inc. Common Stock position peaked at $4K in Q2 2021.
  • 86 funds tracked by Wall St. Rank held Zymergen Inc. Common Stock as of Q3 2022.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2022, filed 19 Oct 2022.