VisionPoint Advisory Group’s Proterra Inc. Common Stock PTRA Stock Holding History

VisionPoint Advisory 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 Q4	–	Sell	-4	Closed	–	–	906
2023 Q3	$0	Hold	4	–	–	﹤0.01%	842
2023 Q2	$5	Buy	+4	New	+$5	﹤0.01%	639

Other funds holding PTRA

WAS

Winch Advisory Services Appleton, Wisconsin $438M AUM 17.59% 1-Year Est. Return

VisionPoint Advisory Group's PTRA Position: Q4 2023 in Review

VisionPoint Advisory Group sold out of Proterra Inc. Common Stock (PTRA) in Q4 2023, closing a stake of 4 shares.

VisionPoint Advisory Group first reported a position in PTRA in Q2 2023 and held it in 2 quarters. The position peaked at $5 in Q2 2023. 1 fund tracked by Wall St. Rank holds PTRA as of Q4 2023.

VisionPoint Advisory Group reported no remaining Proterra Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
VisionPoint Advisory Group sold 4 Proterra Inc. Common Stock shares in Q4 2023.
VisionPoint Advisory Group first reported a position in Proterra Inc. Common Stock in Q2 2023 and held it in 2 quarters.
VisionPoint Advisory Group's Proterra Inc. Common Stock position peaked at $5 in Q2 2023.
1 fund tracked by Wall St. Rank held Proterra Inc. Common Stock as of Q4 2023.

Based on VisionPoint Advisory Group's 13F filing for Q4 2023, filed 7 Feb 2024.