FFA
PTRA

Farther Finance Advisors’s Proterra Inc. Common Stock PTRA Stock Holding History

Farther Finance 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
-2
Closed -$2 – 2724
2023
Q2 		$2 Sell
2
-72
-97% -$88 ﹤0.01% 2492
2023
Q1 		$112 Buy
74
+2
+3% +$8 ﹤0.01% 2276
2022
Q4 		$271 Buy
+72
New +$381 ﹤0.01% 1970

Other funds holding PTRA

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Public Employees Retirement Association of Colorado
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

Farther Finance Advisors's PTRA Position: Q3 2023 in Review

Farther Finance Advisors sold out of Proterra Inc. Common Stock (PTRA) in Q3 2023, closing a stake of 2 shares — an estimated $2 sold.

Farther Finance Advisors first reported a position in PTRA in Q4 2022 and held it in 3 quarters. The position peaked at $271 in Q4 2022. 7 funds tracked by Wall St. Rank hold PTRA as of Q3 2023.

  • Farther Finance Advisors reported no remaining Proterra Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • Farther Finance Advisors sold 2 Proterra Inc. Common Stock shares in Q3 2023, an estimated $2.
  • Farther Finance Advisors first reported a position in Proterra Inc. Common Stock in Q4 2022 and held it in 3 quarters.
  • Farther Finance Advisors's Proterra Inc. Common Stock position peaked at $271 in Q4 2022.
  • 7 funds tracked by Wall St. Rank held Proterra Inc. Common Stock as of Q3 2023.

Based on Farther Finance Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.