Signature Wealth Management Partners’s Lightning eMotors, Inc. ZEV Stock Holding History

Signature Wealth Management Partners’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 Q2	–	Sell	-7,934	Closed	-$45.5K	–	112
2023 Q1	$45.5K	Buy	7,934 +50	+0.6%	+$583	0.04%	102
2022 Q4	$57.8K	Buy	7,884 +3,289	+72%	+$63K	0.06%	97
2022 Q3	$142K	Buy	4,595 +294	+7%	+$16.8K	0.16%	92
2022 Q2	$238K	Sell	4,301 -133	-3%	-$10.6K	0.24%	86
2022 Q1	$505K	Buy	4,434 +675	+18%	+$72.7K	0.43%	60
2021 Q4	$452K	Buy	3,759 +483	+15%	+$72.8K	0.38%	61
2021 Q3	$560K	Buy	3,276 +865	+36%	+$139K	0.51%	53
2021 Q2	$401K	Buy	2,411 +1,282	+114%	+$219K	0.36%	64
2021 Q1	$241K	Buy	+1,129	New	+$304K	0.23%	89

Other funds holding ZEV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

GRIM

Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BHCM

Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return

API

Advisor Partners II Walnut Creek, California $2.49B AUM 30.88% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Signature Wealth Management Partners's ZEV Position: Q2 2023 in Review

Signature Wealth Management Partners sold out of Lightning eMotors, Inc. (ZEV) in Q2 2023, closing a stake of 7,934 shares — an estimated $45.5K sold.

Signature Wealth Management Partners first reported a position in ZEV in Q1 2021 and held it in 9 quarters. The position peaked at $560K in Q3 2021. 37 funds tracked by Wall St. Rank hold ZEV as of Q2 2023.

Signature Wealth Management Partners reported no remaining Lightning eMotors, Inc. position as of Q2 2023 after selling out during the quarter.
Signature Wealth Management Partners sold 7,934 Lightning eMotors, Inc. shares in Q2 2023, an estimated $45.5K.
Signature Wealth Management Partners first reported a position in Lightning eMotors, Inc. in Q1 2021 and held it in 9 quarters.
Signature Wealth Management Partners's Lightning eMotors, Inc. position peaked at $560K in Q3 2021.
37 funds tracked by Wall St. Rank held Lightning eMotors, Inc. as of Q2 2023.

Based on Signature Wealth Management Partners's 13F filing for Q2 2023, filed 24 Jul 2023.