SPIA
PTRA

Steward Partners Investment Advisory’s Proterra Inc. Common Stock PTRA Stock Holding History

Steward Partners Investment Advisory’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
Q2 		– Sell
-100
Closed -$152 – 3407
2023
Q1 		$152 Hold
100
– – ﹤0.01% 3240
2022
Q4 		$377 Hold
100
– – ﹤0.01% 3217
2022
Q3 		$0 Hold
100
– – ﹤0.01% 3454
2022
Q2 		$0 Hold
100
– – ﹤0.01% 3435
2022
Q1 		$1K Sell
100
-100
-50% -$810 ﹤0.01% 3252
2021
Q4 		$2K Buy
200
+100
+100% +$1.02K ﹤0.01% 3052
2021
Q3 		$1K Buy
+100
New +$1.13K ﹤0.01% 3122

Other funds holding PTRA

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 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

Steward Partners Investment Advisory's PTRA Position: Q2 2023 in Review

Steward Partners Investment Advisory sold out of Proterra Inc. Common Stock (PTRA) in Q2 2023, closing a stake of 100 shares — an estimated $152 sold.

Steward Partners Investment Advisory first reported a position in PTRA in Q3 2021 and held it in 7 quarters. The position peaked at $2K in Q4 2021. 162 funds tracked by Wall St. Rank hold PTRA as of Q2 2023.

  • Steward Partners Investment Advisory reported no remaining Proterra Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 100 Proterra Inc. Common Stock shares in Q2 2023, an estimated $152.
  • Steward Partners Investment Advisory first reported a position in Proterra Inc. Common Stock in Q3 2021 and held it in 7 quarters.
  • Steward Partners Investment Advisory's Proterra Inc. Common Stock position peaked at $2K in Q4 2021.
  • 162 funds tracked by Wall St. Rank held Proterra Inc. Common Stock as of Q2 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2023, filed 14 Aug 2023.