O'Dell Group’s Proterra Inc. Common Stock PTRA Stock Holding History

O'Dell 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	-40	Closed	-$48	–	518
2023 Q2	$48	Buy	+40	New	+$49	﹤0.01%	513

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 $7.82B AUM 15.4% 1-Year Est. Return

O'Dell Group's PTRA Position: Q3 2023 in Review

O'Dell Group sold out of Proterra Inc. Common Stock (PTRA) in Q3 2023, closing a stake of 40 shares — an estimated $48 sold.

O'Dell Group first reported a position in PTRA in Q2 2023 and held it in 1 quarter. The position peaked at $48 in Q2 2023. 7 funds tracked by Wall St. Rank hold PTRA as of Q3 2023.

O'Dell Group reported no remaining Proterra Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
O'Dell Group sold 40 Proterra Inc. Common Stock shares in Q3 2023, an estimated $48.
O'Dell Group first reported a position in Proterra Inc. Common Stock in Q2 2023 and held it in 1 quarter.
O'Dell Group's Proterra Inc. Common Stock position peaked at $48 in Q2 2023.
7 funds tracked by Wall St. Rank held Proterra Inc. Common Stock as of Q3 2023.

Based on O'Dell Group's 13F filing for Q3 2023, filed 13 Nov 2023.