GHP Investment Advisors’s Proterra Inc. Common Stock PTRA Stock Holding History

GHP Investment 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	-1,000	Closed	-$119	–	984
2023 Q2	$119	Hold	1,000	–	–	﹤0.01%	909
2023 Q1	$1.52K	Hold	1,000	–	–	﹤0.01%	841
2022 Q4	$3.77K	Hold	1,000	–	–	﹤0.01%	798
2022 Q3	$5K	Hold	1,000	–	–	﹤0.01%	790
2022 Q2	$5K	Hold	1,000	–	–	﹤0.01%	809
2022 Q1	$8K	Buy	+1,000	New	+$8.1K	﹤0.01%	769

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

GHP Investment Advisors's PTRA Position: Q3 2023 in Review

GHP Investment Advisors sold out of Proterra Inc. Common Stock (PTRA) in Q3 2023, closing a stake of 1,000 shares — an estimated $119 sold.

GHP Investment Advisors first reported a position in PTRA in Q1 2022 and held it in 6 quarters. The position peaked at $8K in Q1 2022. 7 funds tracked by Wall St. Rank hold PTRA as of Q3 2023.

GHP Investment Advisors reported no remaining Proterra Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
GHP Investment Advisors sold 1,000 Proterra Inc. Common Stock shares in Q3 2023, an estimated $119.
GHP Investment Advisors first reported a position in Proterra Inc. Common Stock in Q1 2022 and held it in 6 quarters.
GHP Investment Advisors's Proterra Inc. Common Stock position peaked at $8K in Q1 2022.
7 funds tracked by Wall St. Rank held Proterra Inc. Common Stock as of Q3 2023.

Based on GHP Investment Advisors's 13F filing for Q3 2023, filed 17 Oct 2023.