NECFA
ZEV

New England Capital Financial Advisors’s Lightning eMotors, Inc. ZEV Stock Holding History

New England Capital Financial 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
Q3 		– Sell
-1,270
Closed -$4.57K – 407
2023
Q2 		$4.57K Buy
+1,270
New +$5.76K ﹤0.01% 272

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

New England Capital Financial Advisors's ZEV Position: Q3 2023 in Review

New England Capital Financial Advisors sold out of Lightning eMotors, Inc. (ZEV) in Q3 2023, closing a stake of 1,270 shares — an estimated $4.57K sold.

New England Capital Financial Advisors first reported a position in ZEV in Q2 2023 and held it in 1 quarter. The position peaked at $4.57K in Q2 2023. 5 funds tracked by Wall St. Rank hold ZEV as of Q3 2023.

  • New England Capital Financial Advisors reported no remaining Lightning eMotors, Inc. position as of Q3 2023 after selling out during the quarter.
  • New England Capital Financial Advisors sold 1,270 Lightning eMotors, Inc. shares in Q3 2023, an estimated $4.57K.
  • New England Capital Financial Advisors first reported a position in Lightning eMotors, Inc. in Q2 2023 and held it in 1 quarter.
  • New England Capital Financial Advisors's Lightning eMotors, Inc. position peaked at $4.57K in Q2 2023.
  • 5 funds tracked by Wall St. Rank held Lightning eMotors, Inc. as of Q3 2023.

Based on New England Capital Financial Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.