OFG
ZEV

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

OTA Financial Group’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
Q2 		– Sell
-940
Closed -$200K – 115
2021
Q1 		$200K Sell
940
-4,121
-81% -$1.11M 0.16% 60
2020
Q4 		$1.33M Buy
+5,061
New +$1.12M 0.88% 21

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LLL
Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
BWA
BDO Wealth Advisors Jacksonville, Florida $872M AUM 15.17% 1-Year Est. Return
EGM
Engineers Gate Manager New York $8B AUM 17.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

OTA Financial Group's ZEV Position: Q2 2021 in Review

OTA Financial Group sold out of Lightning eMotors, Inc. (ZEV) in Q2 2021, closing a stake of 940 shares — an estimated $200K sold.

OTA Financial Group first reported a position in ZEV in Q4 2020 and held it in 2 quarters. The position peaked at $1.33M in Q4 2020. 40 funds tracked by Wall St. Rank hold ZEV as of Q2 2021.

  • OTA Financial Group reported no remaining Lightning eMotors, Inc. position as of Q2 2021 after selling out during the quarter.
  • OTA Financial Group sold 940 Lightning eMotors, Inc. shares in Q2 2021, an estimated $200K.
  • OTA Financial Group first reported a position in Lightning eMotors, Inc. in Q4 2020 and held it in 2 quarters.
  • OTA Financial Group's Lightning eMotors, Inc. position peaked at $1.33M in Q4 2020.
  • 40 funds tracked by Wall St. Rank held Lightning eMotors, Inc. as of Q2 2021.

Based on OTA Financial Group's 13F filing for Q2 2021, filed 28 Jul 2021.