StocksFundsScreenerSectorsWatchlists
PTRA

PTRA - Proterra Inc. Stock Price, Fair Value and News

0.07USD0.00 (0.00%)Market Closed

Which funds bought or sold PTRA recently?

Datesorted ascendingFund NameType% Portfolio% Chg$ Change$ Held# Shares
2024-02-15Toroso Investments, LLCSOLD OFF Premium Premium Premium Premium-
2024-02-14BARTLETT & CO. WEALTH MANAGEMENT LLCSOLD OFF Premium Premium Premium Premium-
2024-02-13PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADOSOLD OFF Premium Premium Premium Premium-
2024-02-13XTX Topco LtdSOLD OFF Premium Premium Premium Premium-
2024-02-13KBC Group NVSOLD OFF Premium Premium Premium Premium-
2024-02-07VisionPoint Advisory Group, LLCSOLD OFF Premium Premium Premium Premium-
2024-01-18Winch Advisory Services, LLCUNCHANGED Premium Premium Premium Premium67.00
2024-01-08Bartlett & Co. LLCSOLD OFF Premium Premium Premium Premium-
2023-11-14Ergoteles LLCSOLD OFF Premium Premium Premium Premium-
2023-11-13Cowen Investment Management LLCSOLD OFF Premium Premium Premium Premium-
2023-11-08PATHSTONE FAMILY OFFICE, LLCSOLD OFF Premium Premium Premium Premium-
2023-08-14Tao Pro LLCUNCHANGED Premium Premium Premium Premium11,517,900
2023-08-11Vident Investment Advisory, LLCADDED Premium Premium Premium Premium30,846
2023-08-10PICTET ASSET MANAGEMENT SASOLD OFF Premium Premium Premium Premium-
2023-08-09Veritable, L.P.UNCHANGED Premium Premium Premium Premium754,995
2023-04-18ETF MANAGERS GROUP, LLCADDED Premium Premium Premium Premium95,988
2023-04-06Parsec Financial Management, Inc.UNCHANGED Premium Premium Premium Premium14,703
2022-11-21FourThought Financial, LLCADDED Premium Premium Premium Premium12,408
2022-07-22Urban Wealth Management, LLCNEW Premium Premium Premium Premium39.00
2022-05-10SVB Investment Services Inc.NEW Premium Premium Premium Premium50,480
2022-04-04Dixon Hughes Goodman Wealth Advisors LLCADDED Premium Premium Premium Premium1,143
2022-01-06Carroll Financial Associates, Inc.REDUCED Premium Premium Premium Premium31,500
2021-10-25KPCB GGF Associates, LLCADDED Premium Premium Premium Premium15,563,600

Rows per page:

1–23 of 23

Which funds are the top buyers of PTRA?

Fund Name# Shares$ Value% Port.
KPCB GGF Associates, LLC15,563,600157,348,000 100.00%
Tao Pro LLC11,517,90013,822,000 100.00%
Veritable, L.P.754,995905,994 0.01%
ETF MANAGERS GROUP, LLC95,988145,902 -
SVB Investment Services Inc.50,480380,000 0.24%
Carroll Financial Associates, Inc.31,500281,000 0.02%
Vident Investment Advisory, LLC30,84637,015 -
Parsec Financial Management, Inc.14,70322,349 -
FourThought Financial, LLC12,40862,000 0.01%
Dixon Hughes Goodman Wealth Advisors LLC1,1439,000 -

Rows per page:

1–10 of 23

Which funds have put a big percent of portfolio in PTRA?

Rows per page:

1–10 of 23

Trend of No. of funds that hold PTRA

Changes in Positions

Investor Breakout

Investor Churn (# Increased Holdings)

New Buys

Fund Name$ Bought
Urban Wealth Management, LLC-
SVB Investment Services Inc.380,000

Reductions

Fund Name% Reduced
Carroll Financial Associates, Inc.-5.97