FourThought Financial Partners’s Proterra Inc. Common Stock PTRA Stock Holding History

FourThought Financial Partners’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	-10,781	Closed	-$12.9K	–	337
2023 Q2	$12.9K	Sell	10,781 -1,627	-13%	-$2K	﹤0.01%	328
2023 Q1	$18.9K	Hold	12,408	–	–	﹤0.01%	322
2022 Q4	$46.8K	Buy	+12,408	New	+$65.6K	0.01%	324

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

FourThought Financial Partners's PTRA Position: Q3 2023 in Review

FourThought Financial Partners sold out of Proterra Inc. Common Stock (PTRA) in Q3 2023, closing a stake of 10,781 shares — an estimated $12.9K sold.

FourThought Financial Partners first reported a position in PTRA in Q4 2022 and held it in 3 quarters. The position peaked at $46.8K in Q4 2022. 7 funds tracked by Wall St. Rank hold PTRA as of Q3 2023.

FourThought Financial Partners reported no remaining Proterra Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
FourThought Financial Partners sold 10,781 Proterra Inc. Common Stock shares in Q3 2023, an estimated $12.9K.
FourThought Financial Partners first reported a position in Proterra Inc. Common Stock in Q4 2022 and held it in 3 quarters.
FourThought Financial Partners's Proterra Inc. Common Stock position peaked at $46.8K in Q4 2022.
7 funds tracked by Wall St. Rank held Proterra Inc. Common Stock as of Q3 2023.

Based on FourThought Financial Partners's 13F filing for Q3 2023, filed 13 Nov 2023.