OLVIG
PTRA

Oliver Lagore Vanvalin Investment Group’s Proterra Inc. Common Stock PTRA Stock Holding History

Oliver Lagore Vanvalin Investment 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
Q1 		– Sell
-1,200
Closed -$4.52K – 747
2022
Q4 		$4.52K Buy
1,200
+200
+20% +$1.06K ﹤0.01% 476
2022
Q3 		$5K Buy
+1,000
New +$5.61K ﹤0.01% 441

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 $11.2B AUM 0.58% 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 $1.61T AUM 30.72% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's PTRA Position: Q1 2023 in Review

Oliver Lagore Vanvalin Investment Group sold out of Proterra Inc. Common Stock (PTRA) in Q1 2023, closing a stake of 1,200 shares — an estimated $4.52K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in PTRA in Q3 2022 and held it in 2 quarters. The position peaked at $5K in Q3 2022. 166 funds tracked by Wall St. Rank hold PTRA as of Q1 2023.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Proterra Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 1,200 Proterra Inc. Common Stock shares in Q1 2023, an estimated $4.52K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Proterra Inc. Common Stock in Q3 2022 and held it in 2 quarters.
  • Oliver Lagore Vanvalin Investment Group's Proterra Inc. Common Stock position peaked at $5K in Q3 2022.
  • 166 funds tracked by Wall St. Rank held Proterra Inc. Common Stock as of Q1 2023.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q1 2023, filed 20 Jun 2023.