KAS
ZEV

Kestra Advisory Services’s Lightning eMotors, Inc. ZEV Stock Holding History

Kestra Advisory Services’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
Q3 		– Sell
-500
Closed -$28K – 2268
2022
Q2 		$28K Buy
+500
New +$39.8K ﹤0.01% 2077

Other funds holding ZEV

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BOTW
Bank of the West Monterey Park, California $851M AUM 15.39% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kestra Advisory Services's ZEV Position: Q3 2022 in Review

Kestra Advisory Services sold out of Lightning eMotors, Inc. (ZEV) in Q3 2022, closing a stake of 500 shares — an estimated $28K sold.

Kestra Advisory Services first reported a position in ZEV in Q2 2022 and held it in 1 quarter. The position peaked at $28K in Q2 2022. 85 funds tracked by Wall St. Rank hold ZEV as of Q3 2022.

  • Kestra Advisory Services reported no remaining Lightning eMotors, Inc. position as of Q3 2022 after selling out during the quarter.
  • Kestra Advisory Services sold 500 Lightning eMotors, Inc. shares in Q3 2022, an estimated $28K.
  • Kestra Advisory Services first reported a position in Lightning eMotors, Inc. in Q2 2022 and held it in 1 quarter.
  • Kestra Advisory Services's Lightning eMotors, Inc. position peaked at $28K in Q2 2022.
  • 85 funds tracked by Wall St. Rank held Lightning eMotors, Inc. as of Q3 2022.

Based on Kestra Advisory Services's 13F filing for Q3 2022, filed 1 Nov 2022.