JWM
ZEV

Janiczek Wealth Management’s Lightning eMotors, Inc. ZEV Stock Holding History

Janiczek Wealth Management’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
Q3 		– Sell
-7
Closed -$26 – 1077
2023
Q2 		$26 Sell
7
-4
-36% -$18 ﹤0.01% 986
2023
Q1 		$63 Hold
11
– – ﹤0.01% 988
2022
Q4 		$129 Hold
11
– – ﹤0.01% 1007
2022
Q3 		$0 Hold
11
– – ﹤0.01% 1078
2022
Q2 		$1K Hold
11
– – ﹤0.01% 931
2022
Q1 		$1K Hold
11
– – ﹤0.01% 925
2021
Q4 		$1K Hold
11
– – ﹤0.01% 987
2021
Q3 		$2K Buy
+11
New +$1.76K ﹤0.01% 845

Other funds holding ZEV

CAM
Cubic Asset Management Boston, Massachusetts $422M AUM 29.18% 1-Year Est. Return
SIA
SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return

Janiczek Wealth Management's ZEV Position: Q3 2023 in Review

Janiczek Wealth Management sold out of Lightning eMotors, Inc. (ZEV) in Q3 2023, closing a stake of 7 shares — an estimated $26 sold.

Janiczek Wealth Management first reported a position in ZEV in Q3 2021 and held it in 8 quarters. The position peaked at $2K in Q3 2021. 5 funds tracked by Wall St. Rank hold ZEV as of Q3 2023.

  • Janiczek Wealth Management reported no remaining Lightning eMotors, Inc. position as of Q3 2023 after selling out during the quarter.
  • Janiczek Wealth Management sold 7 Lightning eMotors, Inc. shares in Q3 2023, an estimated $26.
  • Janiczek Wealth Management first reported a position in Lightning eMotors, Inc. in Q3 2021 and held it in 8 quarters.
  • Janiczek Wealth Management's Lightning eMotors, Inc. position peaked at $2K in Q3 2021.
  • 5 funds tracked by Wall St. Rank held Lightning eMotors, Inc. as of Q3 2023.

Based on Janiczek Wealth Management's 13F filing for Q3 2023, filed 13 Oct 2023.