IA
ZEV

IFP Advisors’s Lightning eMotors, Inc. ZEV Stock Holding History

IFP Advisors’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
Q1 		– Sell
-56
Closed -$9K – 4582
2022
Q4 		$9K Sell
56
-62
-53% -$1.19K ﹤0.01% 3479
2022
Q3 		$20K Hold
118
– – ﹤0.01% 3106
2022
Q2 		$20K Hold
118
– – ﹤0.01% 2867
2022
Q1 		$20K Buy
118
+68
+136% +$7.32K ﹤0.01% 2867
2021
Q4 		$6K Hold
50
– – ﹤0.01% 2445
2021
Q3 		$9K Hold
50
– – ﹤0.01% 2344
2021
Q2 		$8K Buy
+50
New +$8.54K ﹤0.01% 2316
2021
Q1 		– Sell
-125
Closed -$33.6K – 3278
2020
Q4 		$33K Buy
+125
New +$27.6K ﹤0.01% 1607

Other funds holding ZEV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IFP Advisors's ZEV Position: Q1 2023 in Review

IFP Advisors sold out of Lightning eMotors, Inc. (ZEV) in Q1 2023, closing a stake of 56 shares — an estimated $9K sold.

IFP Advisors first reported a position in ZEV in Q4 2020 and held it in 8 quarters. The position peaked at $33K in Q4 2020. 62 funds tracked by Wall St. Rank hold ZEV as of Q1 2023.

  • IFP Advisors reported no remaining Lightning eMotors, Inc. position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 56 Lightning eMotors, Inc. shares in Q1 2023, an estimated $9K.
  • IFP Advisors first reported a position in Lightning eMotors, Inc. in Q4 2020 and held it in 8 quarters.
  • IFP Advisors's Lightning eMotors, Inc. position peaked at $33K in Q4 2020.
  • 62 funds tracked by Wall St. Rank held Lightning eMotors, Inc. as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.