LPL Financial
ZEV

LPL Financial’s Lightning eMotors, Inc. ZEV Stock Holding History

LPL Financial’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
Q3 		– Sell
-2,925
Closed -$486K – 4449
2021
Q2 		$486K Buy
+2,925
New +$499K ﹤0.01% 3192

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CAM
Cubic Asset Management Boston, Massachusetts $422M AUM 29.18% 1-Year Est. Return
LLL
Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return
PC
Periscope Capital Toronto, Ontario, Canada $902M AUM 6.51% 1-Year Est. Return
PI
PEAK6 Investments Chicago, Illinois $44.8B AUM 19.99% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LPL Financial's ZEV Position: Q3 2021 in Review

LPL Financial sold out of Lightning eMotors, Inc. (ZEV) in Q3 2021, closing a stake of 2,925 shares — an estimated $486K sold.

LPL Financial first reported a position in ZEV in Q2 2021 and held it in 1 quarter. The position peaked at $486K in Q2 2021. 55 funds tracked by Wall St. Rank hold ZEV as of Q3 2021.

  • LPL Financial reported no remaining Lightning eMotors, Inc. position as of Q3 2021 after selling out during the quarter.
  • LPL Financial sold 2,925 Lightning eMotors, Inc. shares in Q3 2021, an estimated $486K.
  • LPL Financial first reported a position in Lightning eMotors, Inc. in Q2 2021 and held it in 1 quarter.
  • LPL Financial's Lightning eMotors, Inc. position peaked at $486K in Q2 2021.
  • 55 funds tracked by Wall St. Rank held Lightning eMotors, Inc. as of Q3 2021.

Based on LPL Financial's 13F filing for Q3 2021, filed 15 Nov 2021.