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

Freedom 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
2023 Q3	–	Sell	-24,978	Closed	-$30K	–	775
2023 Q2	$30K	Buy	24,978 +3,673	+17%	+$4.51K	﹤0.01%	691
2023 Q1	$32.4K	Buy	21,305 +5,337	+33%	+$20.1K	﹤0.01%	691
2022 Q4	$60.2K	Buy	15,968 +4,655	+41%	+$24.6K	0.01%	691
2022 Q3	$56.3K	Buy	+11,313	New	+$63.4K	0.01%	704

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

Freedom Investment Management's PTRA Position: Q3 2023 in Review

Freedom Investment Management sold out of Proterra Inc. Common Stock (PTRA) in Q3 2023, closing a stake of 24,978 shares — an estimated $30K sold.

Freedom Investment Management first reported a position in PTRA in Q3 2022 and held it in 4 quarters. The position peaked at $60.2K in Q4 2022. 7 funds tracked by Wall St. Rank hold PTRA as of Q3 2023.

Freedom Investment Management reported no remaining Proterra Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
Freedom Investment Management sold 24,978 Proterra Inc. Common Stock shares in Q3 2023, an estimated $30K.
Freedom Investment Management first reported a position in Proterra Inc. Common Stock in Q3 2022 and held it in 4 quarters.
Freedom Investment Management's Proterra Inc. Common Stock position peaked at $60.2K in Q4 2022.
7 funds tracked by Wall St. Rank held Proterra Inc. Common Stock as of Q3 2023.

Based on Freedom Investment Management's 13F filing for Q3 2023, filed 13 Nov 2023.