AF
PTRA

Advisornet Financial’s Proterra Inc. Common Stock PTRA Stock Holding History

Advisornet Financial’s Portfolio PTRA Stock Details PTRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-900
Closed -$4K – 2527
2022
Q3 		$4K Hold
900
– – ﹤0.01% 1583
2022
Q2 		$4K Hold
900
– – ﹤0.01% 1590
2022
Q1 		$7K Sell
900
-310
-26% -$2.51K ﹤0.01% 1554
2021
Q4 		$11K Hold
1,210
– – ﹤0.01% 1476
2021
Q3 		$12K Buy
+1,210
New +$13.7K ﹤0.01% 1412

Other funds holding PTRA

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TPL
Tao Pro LLC San Francisco, California $13.8M AUM 74.14% 1-Year Est. Return
CIM
Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisornet Financial's PTRA Position: Q4 2022 in Review

Advisornet Financial sold out of Proterra Inc. Common Stock (PTRA) in Q4 2022, closing a stake of 900 shares — an estimated $4K sold.

Advisornet Financial first reported a position in PTRA in Q3 2021 and held it in 5 quarters. The position peaked at $12K in Q3 2021. 176 funds tracked by Wall St. Rank hold PTRA as of Q4 2022.

  • Advisornet Financial reported no remaining Proterra Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
  • Advisornet Financial sold 900 Proterra Inc. Common Stock shares in Q4 2022, an estimated $4K.
  • Advisornet Financial first reported a position in Proterra Inc. Common Stock in Q3 2021 and held it in 5 quarters.
  • Advisornet Financial's Proterra Inc. Common Stock position peaked at $12K in Q3 2021.
  • 176 funds tracked by Wall St. Rank held Proterra Inc. Common Stock as of Q4 2022.

Based on Advisornet Financial's 13F filing for Q4 2022, filed 13 Jan 2023.