HighTower Advisors
PTRA

HighTower Advisors’s Proterra Inc. Common Stock PTRA Stock Holding History

HighTower 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
2022
Q2 		– Sell
-74,142
Closed -$559K – 3628
2022
Q1 		$559K Buy
74,142
+49,332
+199% +$400K ﹤0.01% 2100
2021
Q4 		$219K Sell
24,810
-29,190
-54% -$299K ﹤0.01% 2696
2021
Q3 		$546K Buy
54,000
+38,000
+238% +$429K ﹤0.01% 2007
2021
Q2 		$274K Buy
+16,000
New +$269K ﹤0.01% 2436
2021
Q1 		– Sell
-311,217
Closed -$3.45M – 3311
2020
Q4 		$3.45M Buy
+311,217
New +$3.24M 0.01% 705

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 $5.72T AUM 30.48% 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 $11.2B AUM 0.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.61T AUM 30.72% 1-Year Est. Return

HighTower Advisors's PTRA Position: Q2 2022 in Review

HighTower Advisors sold out of Proterra Inc. Common Stock (PTRA) in Q2 2022, closing a stake of 74,142 shares — an estimated $559K sold.

HighTower Advisors first reported a position in PTRA in Q4 2020 and held it in 5 quarters. The position peaked at $3.45M in Q4 2020. 168 funds tracked by Wall St. Rank hold PTRA as of Q2 2022.

  • HighTower Advisors reported no remaining Proterra Inc. Common Stock position as of Q2 2022 after selling out during the quarter.
  • HighTower Advisors sold 74,142 Proterra Inc. Common Stock shares in Q2 2022, an estimated $559K.
  • HighTower Advisors first reported a position in Proterra Inc. Common Stock in Q4 2020 and held it in 5 quarters.
  • HighTower Advisors's Proterra Inc. Common Stock position peaked at $3.45M in Q4 2020.
  • 168 funds tracked by Wall St. Rank held Proterra Inc. Common Stock as of Q2 2022.

Based on HighTower Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.