FAIM
PTRA

Financial Advocates Investment Management’s Proterra Inc. Common Stock PTRA Stock Holding History

Financial Advocates Investment Management’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
-1,325
Closed -$203K – 901
2022
Q3 		$203K Buy
+1,325
New +$7.43K 0.02% 688

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 $6.73T AUM 46.02% 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 $10.3B AUM 4.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return

Financial Advocates Investment Management's PTRA Position: Q4 2022 in Review

Financial Advocates Investment Management sold out of Proterra Inc. Common Stock (PTRA) in Q4 2022, closing a stake of 1,325 shares — an estimated $203K sold.

Financial Advocates Investment Management first reported a position in PTRA in Q3 2022 and held it in 1 quarter. The position peaked at $203K in Q3 2022. 176 funds tracked by Wall St. Rank hold PTRA as of Q4 2022.

  • Financial Advocates Investment Management reported no remaining Proterra Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 1,325 Proterra Inc. Common Stock shares in Q4 2022, an estimated $203K.
  • Financial Advocates Investment Management first reported a position in Proterra Inc. Common Stock in Q3 2022 and held it in 1 quarter.
  • Financial Advocates Investment Management's Proterra Inc. Common Stock position peaked at $203K in Q3 2022.
  • 176 funds tracked by Wall St. Rank held Proterra Inc. Common Stock as of Q4 2022.

Based on Financial Advocates Investment Management's 13F filing for Q4 2022, filed 15 Feb 2023.