Prime Capital Investment Advisors’s Proterra Inc. Common Stock PTRA Stock Holding History

Prime Capital Investment 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	-17,912	Closed	-$21.5K	–	815
2023 Q2	$21.5K	Sell	17,912 -8,525	-32%	-$10.5K	﹤0.01%	760
2023 Q1	$40.2K	Buy	+26,437	New	+$99.5K	﹤0.01%	541

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

Prime Capital Investment Advisors's PTRA Position: Q3 2023 in Review

Prime Capital Investment Advisors sold out of Proterra Inc. Common Stock (PTRA) in Q3 2023, closing a stake of 17,912 shares — an estimated $21.5K sold.

Prime Capital Investment Advisors first reported a position in PTRA in Q1 2023 and held it in 2 quarters. The position peaked at $40.2K in Q1 2023. 7 funds tracked by Wall St. Rank hold PTRA as of Q3 2023.

Prime Capital Investment Advisors reported no remaining Proterra Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
Prime Capital Investment Advisors sold 17,912 Proterra Inc. Common Stock shares in Q3 2023, an estimated $21.5K.
Prime Capital Investment Advisors first reported a position in Proterra Inc. Common Stock in Q1 2023 and held it in 2 quarters.
Prime Capital Investment Advisors's Proterra Inc. Common Stock position peaked at $40.2K in Q1 2023.
7 funds tracked by Wall St. Rank held Proterra Inc. Common Stock as of Q3 2023.

Based on Prime Capital Investment Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.