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

NewEdge 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	-446	Closed	-$535	–	3703
2023 Q2	$535	Hold	446	–	–	﹤0.01%	3309
2023 Q1	$678	Sell	446 -1,000	-69%	-$3.76K	﹤0.01%	3205
2022 Q4	$3.77K	Buy	+1,446	New	+$7.65K	﹤0.01%	2679

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

NewEdge Advisors's PTRA Position: Q3 2023 in Review

NewEdge Advisors sold out of Proterra Inc. Common Stock (PTRA) in Q3 2023, closing a stake of 446 shares — an estimated $535 sold.

NewEdge Advisors first reported a position in PTRA in Q4 2022 and held it in 3 quarters. The position peaked at $3.77K in Q4 2022. 7 funds tracked by Wall St. Rank hold PTRA as of Q3 2023.

NewEdge Advisors reported no remaining Proterra Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
NewEdge Advisors sold 446 Proterra Inc. Common Stock shares in Q3 2023, an estimated $535.
NewEdge Advisors first reported a position in Proterra Inc. Common Stock in Q4 2022 and held it in 3 quarters.
NewEdge Advisors's Proterra Inc. Common Stock position peaked at $3.77K in Q4 2022.
7 funds tracked by Wall St. Rank held Proterra Inc. Common Stock as of Q3 2023.

Based on NewEdge Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.