Larson Financial Group’s Proterra Inc. Common Stock PTRA Stock Holding History

Larson Financial Group’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	-526	Closed	-$631	–	1776
2023 Q2	$631	Hold	526	–	–	﹤0.01%	1416
2023 Q1	$800	Hold	526	–	–	﹤0.01%	1374
2022 Q4	$1.98K	Hold	526	–	–	﹤0.01%	1192
2022 Q3	$3K	Hold	526	–	–	﹤0.01%	1086
2022 Q2	$2K	Hold	526	–	–	﹤0.01%	1076
2022 Q1	$4K	Hold	526	–	–	﹤0.01%	846
2021 Q4	$5K	Hold	526	–	–	﹤0.01%	834
2021 Q3	$5K	Hold	526	–	–	﹤0.01%	704
2021 Q2	$9K	Buy	+526	New	+$8.84K	﹤0.01%	589

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

Larson Financial Group's PTRA Position: Q3 2023 in Review

Larson Financial Group sold out of Proterra Inc. Common Stock (PTRA) in Q3 2023, closing a stake of 526 shares — an estimated $631 sold.

Larson Financial Group first reported a position in PTRA in Q2 2021 and held it in 9 quarters. The position peaked at $9K in Q2 2021. 7 funds tracked by Wall St. Rank hold PTRA as of Q3 2023.

Larson Financial Group reported no remaining Proterra Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
Larson Financial Group sold 526 Proterra Inc. Common Stock shares in Q3 2023, an estimated $631.
Larson Financial Group first reported a position in Proterra Inc. Common Stock in Q2 2021 and held it in 9 quarters.
Larson Financial Group's Proterra Inc. Common Stock position peaked at $9K in Q2 2021.
7 funds tracked by Wall St. Rank held Proterra Inc. Common Stock as of Q3 2023.

Based on Larson Financial Group's 13F filing for Q3 2023, filed 3 Nov 2023.