Bell Investment Advisors’s Proterra Inc. Common Stock PTRA Stock Holding History

Bell Investment Advisors’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
2023 Q3	–	Sell	-154	Closed	-$185	–	2023
2023 Q2	$185	Hold	154	–	–	﹤0.01%	1907
2023 Q1	$235	Hold	154	–	–	﹤0.01%	1898
2022 Q4	$581	Hold	154	–	–	﹤0.01%	1742
2022 Q3	$1K	Buy	+154	New	+$864	﹤0.01%	1671
2021 Q4	$0	Buy	+53	New	+$543	﹤0.01%	1989

Other funds holding PTRA

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Public Employees Retirement Association of Colorado Denver, Colorado $25.5B AUM 28.85% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Bell Investment Advisors's PTRA Position: Q3 2023 in Review

Bell Investment Advisors sold out of Proterra Inc. Common Stock (PTRA) in Q3 2023, closing a stake of 154 shares — an estimated $185 sold.

Bell Investment Advisors first reported a position in PTRA in Q4 2021 and held it in 5 quarters. The position peaked at $1K in Q3 2022. 7 funds tracked by Wall St. Rank hold PTRA as of Q3 2023.

Bell Investment Advisors reported no remaining Proterra Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
Bell Investment Advisors sold 154 Proterra Inc. Common Stock shares in Q3 2023, an estimated $185.
Bell Investment Advisors first reported a position in Proterra Inc. Common Stock in Q4 2021 and held it in 5 quarters.
Bell Investment Advisors's Proterra Inc. Common Stock position peaked at $1K in Q3 2022.
7 funds tracked by Wall St. Rank held Proterra Inc. Common Stock as of Q3 2023.

Based on Bell Investment Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.