HGERS
PTRA

Householder Group Estate & Retirement Specialist’s Proterra Inc. Common Stock PTRA Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q1 		$0 Hold
100
– – ﹤0.01% 1328
2022
Q4 		$0 Hold
100
– – ﹤0.01% 1233
2022
Q3 		$0 Buy
+100
New +$561 ﹤0.01% 1222

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 $6.73T AUM 46.02% 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
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's PTRA Position: Q1 2023 in Review

Householder Group Estate & Retirement Specialist held its Proterra Inc. Common Stock (PTRA) position steady in Q1 2023 at 100 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1328.

Householder Group Estate & Retirement Specialist first reported a position in PTRA in Q3 2022 and has held it in 3 quarters since. 166 funds tracked by Wall St. Rank hold PTRA as of Q1 2023.

  • Householder Group Estate & Retirement Specialist held 100 shares of Proterra Inc. Common Stock worth $0 as of Q1 2023.
  • Householder Group Estate & Retirement Specialist left its Proterra Inc. Common Stock share count unchanged in Q1 2023.
  • Proterra Inc. Common Stock made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q1 2023, its #1328 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Proterra Inc. Common Stock in Q3 2022 and has held it in 3 quarters since.
  • 166 funds tracked by Wall St. Rank held Proterra Inc. Common Stock as of Q1 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2023, filed 13 Apr 2023.