Steward Partners Investment Advisory’s Lightning eMotors, Inc. ZEV Stock Holding History

Steward Partners Investment Advisory’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 Q4	–	Sell	-54	Closed	-$30	–	3626
2023 Q3	$30	Hold	54	–	–	﹤0.01%	3351
2023 Q2	$194	Hold	54	–	–	﹤0.01%	3239
2023 Q1	$311	Hold	54	–	–	﹤0.01%	3202
2022 Q4	$398	Hold	54	–	–	﹤0.01%	3213
2022 Q3	$2K	Hold	54	–	–	﹤0.01%	3083
2022 Q2	$3K	Hold	54	–	–	﹤0.01%	2963
2022 Q1	$6K	Sell	54 -100	-65%	-$10.8K	﹤0.01%	2856
2021 Q4	$19K	Buy	154 +19	+14%	+$2.87K	﹤0.01%	2354
2021 Q3	$23K	Buy	135 +25	+23%	+$4K	﹤0.01%	2273
2021 Q2	$18K	Buy	+110	New	+$18.8K	﹤0.01%	5256

Other funds holding ZEV

CAM

Cubic Asset Management Boston, Massachusetts $422M AUM 29.18% 1-Year Est. Return

PGAM

Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return

Steward Partners Investment Advisory's ZEV Position: Q4 2023 in Review

Steward Partners Investment Advisory sold out of Lightning eMotors, Inc. (ZEV) in Q4 2023, closing a stake of 54 shares — an estimated $30 sold.

Steward Partners Investment Advisory first reported a position in ZEV in Q2 2021 and held it in 10 quarters. The position peaked at $23K in Q3 2021. 2 funds tracked by Wall St. Rank hold ZEV as of Q4 2023.

Steward Partners Investment Advisory reported no remaining Lightning eMotors, Inc. position as of Q4 2023 after selling out during the quarter.
Steward Partners Investment Advisory sold 54 Lightning eMotors, Inc. shares in Q4 2023, an estimated $30.
Steward Partners Investment Advisory first reported a position in Lightning eMotors, Inc. in Q2 2021 and held it in 10 quarters.
Steward Partners Investment Advisory's Lightning eMotors, Inc. position peaked at $23K in Q3 2021.
2 funds tracked by Wall St. Rank held Lightning eMotors, Inc. as of Q4 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2023, filed 12 Feb 2024.