DHGWA
PTRA

Dixon Hughes Goodman Wealth Advisors’s Proterra Inc. Common Stock PTRA Stock Holding History

Dixon Hughes Goodman Wealth 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
2022
Q1 		$9K Buy
1,143
+543
+91% +$4.4K ﹤0.01% 541
2021
Q4 		$5K Buy
+600
New +$6.14K ﹤0.01% 569

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
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
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
GMH
General Motors Holdings Detroit, Michigan $79.8M AUM 24.73% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's PTRA Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its Proterra Inc. Common Stock (PTRA) stake by 91% in Q1 2022, buying an estimated $4.4K and bringing the position to 1,143 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

Dixon Hughes Goodman Wealth Advisors first reported a position in PTRA in Q4 2021 and has held it in 2 quarters since. 155 funds tracked by Wall St. Rank hold PTRA as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 1,143 shares of Proterra Inc. Common Stock worth $9K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 543 Proterra Inc. Common Stock shares in Q1 2022, an estimated $4.4K.
  • Proterra Inc. Common Stock made up ﹤0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #541 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Proterra Inc. Common Stock in Q4 2021 and has held it in 2 quarters since.
  • 155 funds tracked by Wall St. Rank held Proterra Inc. Common Stock as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.