WFA
ZY

West Financial Advisors’s Zymergen Inc. Common Stock ZY Stock Holding History

West Financial Advisors’s Portfolio ZY Stock Details ZY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-229
Closed -$2K – 204
2021
Q4 		$2K Hold
229
– – ﹤0.01% 168
2021
Q3 		$3K Hold
229
– – ﹤0.01% 142
2021
Q2 		$9K Buy
+229
New +$9.04K ﹤0.01% 123

Other funds holding ZY

SIAU
SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
TVPI
True Venture Partners IV Palo Alto, California $8.41M AUM 78.89% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCI
Data Collective II Palo Alto, California $8.44M AUM 11.7% 1-Year Est. Return
TSV
Two Sigma Ventures New York $9.61M AUM 58.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

West Financial Advisors's ZY Position: Q1 2022 in Review

West Financial Advisors sold out of Zymergen Inc. Common Stock (ZY) in Q1 2022, closing a stake of 229 shares — an estimated $2K sold.

West Financial Advisors first reported a position in ZY in Q2 2021 and held it in 3 quarters. The position peaked at $9K in Q2 2021. 91 funds tracked by Wall St. Rank hold ZY as of Q1 2022.

  • West Financial Advisors reported no remaining Zymergen Inc. Common Stock position as of Q1 2022 after selling out during the quarter.
  • West Financial Advisors sold 229 Zymergen Inc. Common Stock shares in Q1 2022, an estimated $2K.
  • West Financial Advisors first reported a position in Zymergen Inc. Common Stock in Q2 2021 and held it in 3 quarters.
  • West Financial Advisors's Zymergen Inc. Common Stock position peaked at $9K in Q2 2021.
  • 91 funds tracked by Wall St. Rank held Zymergen Inc. Common Stock as of Q1 2022.

Based on West Financial Advisors's 13F filing for Q1 2022, filed 18 Apr 2022.