SSWM
PTRA

Sheets Smith Wealth Management’s Proterra Inc. Common Stock PTRA Stock Holding History

Sheets Smith Wealth Management’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
-24,700
Closed -$93.1K – 331
2022
Q4 		$93.1K Hold
24,700
– – 0.01% 300
2022
Q3 		$123K Hold
24,700
– – 0.02% 296
2022
Q2 		$115K Hold
24,700
– – 0.02% 298
2022
Q1 		$186K Buy
+24,700
New +$200K 0.03% 339

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

Sheets Smith Wealth Management's PTRA Position: Q1 2023 in Review

Sheets Smith Wealth Management sold out of Proterra Inc. Common Stock (PTRA) in Q1 2023, closing a stake of 24,700 shares — an estimated $93.1K sold.

Sheets Smith Wealth Management first reported a position in PTRA in Q1 2022 and held it in 4 quarters. The position peaked at $186K in Q1 2022. 166 funds tracked by Wall St. Rank hold PTRA as of Q1 2023.

  • Sheets Smith Wealth Management reported no remaining Proterra Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 24,700 Proterra Inc. Common Stock shares in Q1 2023, an estimated $93.1K.
  • Sheets Smith Wealth Management first reported a position in Proterra Inc. Common Stock in Q1 2022 and held it in 4 quarters.
  • Sheets Smith Wealth Management's Proterra Inc. Common Stock position peaked at $186K in Q1 2022.
  • 166 funds tracked by Wall St. Rank held Proterra Inc. Common Stock as of Q1 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.