Windsor Wealth Management’s Zymergen Inc. Common Stock ZY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
– Sell
-22,165
Closed -$62K – 168
2022
Q3
$62K Hold
22,165
– – 0.02% 150
2022
Q2
$33K Hold
22,165
– – 0.01% 153
2022
Q1
$142K Hold
22,165
– – 0.03% 230
2021
Q4
$142K Buy
+22,165
New +$215K 0.03% 235

Windsor Wealth Management's ZY Position: Q4 2022 in Review

Windsor Wealth Management sold out of Zymergen Inc. Common Stock (ZY) in Q4 2022, closing a stake of 22,165 shares — an estimated $62K sold.

Windsor Wealth Management first reported a position in ZY in Q4 2021 and held it in 4 quarters. The position peaked at $142K in Q1 2022. 0 funds tracked by Wall St. Rank hold ZY as of Q4 2022.

  • Windsor Wealth Management reported no remaining Zymergen Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
  • Windsor Wealth Management sold 22,165 Zymergen Inc. Common Stock shares in Q4 2022, an estimated $62K.
  • Windsor Wealth Management first reported a position in Zymergen Inc. Common Stock in Q4 2021 and held it in 4 quarters.
  • Windsor Wealth Management's Zymergen Inc. Common Stock position peaked at $142K in Q1 2022.
  • 0 funds tracked by Wall St. Rank held Zymergen Inc. Common Stock as of Q4 2022.

Based on Windsor Wealth Management's 13F filing for Q4 2022, filed 2 Feb 2023.