Financial Gravity Asset Management’s Proterra Inc. Common Stock PTRA Stock Holding History

Financial Gravity Asset 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
2023 Q3	–	Sell	-1	Closed	-$28	–	1836
2023 Q2	$28	Buy	+1	New	+$1	﹤0.01%	1461
2023 Q1	–	Sell	-4	Closed	-$88	–	1753
2022 Q4	$88	Buy	+4	New	+$21	﹤0.01%	1130

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

Financial Gravity Asset Management's PTRA Position: Q3 2023 in Review

Financial Gravity Asset Management sold out of Proterra Inc. Common Stock (PTRA) in Q3 2023, closing a stake of 1 share — an estimated $28 sold.

Financial Gravity Asset Management first reported a position in PTRA in Q4 2022 and held it in 2 quarters. The position peaked at $88 in Q4 2022. 7 funds tracked by Wall St. Rank hold PTRA as of Q3 2023.

Financial Gravity Asset Management reported no remaining Proterra Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
Financial Gravity Asset Management sold 1 Proterra Inc. Common Stock share in Q3 2023, an estimated $28.
Financial Gravity Asset Management first reported a position in Proterra Inc. Common Stock in Q4 2022 and held it in 2 quarters.
Financial Gravity Asset Management's Proterra Inc. Common Stock position peaked at $88 in Q4 2022.
7 funds tracked by Wall St. Rank held Proterra Inc. Common Stock as of Q3 2023.

Based on Financial Gravity Asset Management's 13F filing for Q3 2023, filed 16 Nov 2023.