MSFP
ZEV

Mark Sheptoff Financial Planning’s Lightning eMotors, Inc. ZEV Stock Holding History

Mark Sheptoff Financial Planning’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
-25
Closed -$90 – 407
2023
Q2 		$90 Buy
+25
New +$113 ﹤0.01% 385
2023
Q1 		– Sell
-25
Closed -$183 – 401
2022
Q4 		$183 Hold
25
– – ﹤0.01% 384
2022
Q3 		$1K Hold
25
– – ﹤0.01% 363
2022
Q2 		$1K Hold
25
– – ﹤0.01% 376
2022
Q1 		$3K Hold
25
– – ﹤0.01% 375
2021
Q4 		$3K Hold
25
– – ﹤0.01% 401
2021
Q3 		$4K Buy
+25
New +$4K ﹤0.01% 352

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

Mark Sheptoff Financial Planning's ZEV Position: Q3 2023 in Review

Mark Sheptoff Financial Planning sold out of Lightning eMotors, Inc. (ZEV) in Q3 2023, closing a stake of 25 shares — an estimated $90 sold.

Mark Sheptoff Financial Planning first reported a position in ZEV in Q3 2021 and held it in 7 quarters. The position peaked at $4K in Q3 2021. 5 funds tracked by Wall St. Rank hold ZEV as of Q3 2023.

  • Mark Sheptoff Financial Planning reported no remaining Lightning eMotors, Inc. position as of Q3 2023 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 25 Lightning eMotors, Inc. shares in Q3 2023, an estimated $90.
  • Mark Sheptoff Financial Planning first reported a position in Lightning eMotors, Inc. in Q3 2021 and held it in 7 quarters.
  • Mark Sheptoff Financial Planning's Lightning eMotors, Inc. position peaked at $4K in Q3 2021.
  • 5 funds tracked by Wall St. Rank held Lightning eMotors, Inc. as of Q3 2023.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2023, filed 13 Nov 2023.