MSFP
PTRA

Mark Sheptoff Financial Planning’s Proterra Inc. Common Stock PTRA Stock Holding History

Mark Sheptoff Financial Planning’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 		– Sell
-1,000
Closed -$3.77K – 402
2022
Q4 		$3.77K Hold
1,000
– – ﹤0.01% 322
2022
Q3 		$5K Hold
1,000
– – ﹤0.01% 299
2022
Q2 		$5K Hold
1,000
– – ﹤0.01% 303
2022
Q1 		$8K Hold
1,000
– – ﹤0.01% 323
2021
Q4 		$9K Hold
1,000
– – ﹤0.01% 331
2021
Q3 		$10K Buy
+1,000
New +$11.3K 0.01% 308

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
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
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 $1.61T AUM 30.72% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return

Mark Sheptoff Financial Planning's PTRA Position: Q1 2023 in Review

Mark Sheptoff Financial Planning sold out of Proterra Inc. Common Stock (PTRA) in Q1 2023, closing a stake of 1,000 shares — an estimated $3.77K sold.

Mark Sheptoff Financial Planning first reported a position in PTRA in Q3 2021 and held it in 6 quarters. The position peaked at $10K in Q3 2021. 166 funds tracked by Wall St. Rank hold PTRA as of Q1 2023.

  • Mark Sheptoff Financial Planning reported no remaining Proterra Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 1,000 Proterra Inc. Common Stock shares in Q1 2023, an estimated $3.77K.
  • Mark Sheptoff Financial Planning first reported a position in Proterra Inc. Common Stock in Q3 2021 and held it in 6 quarters.
  • Mark Sheptoff Financial Planning's Proterra Inc. Common Stock position peaked at $10K in Q3 2021.
  • 166 funds tracked by Wall St. Rank held Proterra Inc. Common Stock as of Q1 2023.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.