BWS
PTRA

Buck Wealth Strategies’s Proterra Inc. Common Stock PTRA Stock Holding History

Buck Wealth Strategies’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
-100
Closed -$120 – 401
2023
Q2 		$120 Hold
100
– – ﹤0.01% 272
2023
Q1 		$152 Buy
+100
New +$376 ﹤0.01% 200

Other funds holding PTRA

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Public Employees Retirement Association of Colorado
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

Buck Wealth Strategies's PTRA Position: Q3 2023 in Review

Buck Wealth Strategies sold out of Proterra Inc. Common Stock (PTRA) in Q3 2023, closing a stake of 100 shares — an estimated $120 sold.

Buck Wealth Strategies first reported a position in PTRA in Q1 2023 and held it in 2 quarters. The position peaked at $152 in Q1 2023. 7 funds tracked by Wall St. Rank hold PTRA as of Q3 2023.

  • Buck Wealth Strategies reported no remaining Proterra Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 100 Proterra Inc. Common Stock shares in Q3 2023, an estimated $120.
  • Buck Wealth Strategies first reported a position in Proterra Inc. Common Stock in Q1 2023 and held it in 2 quarters.
  • Buck Wealth Strategies's Proterra Inc. Common Stock position peaked at $152 in Q1 2023.
  • 7 funds tracked by Wall St. Rank held Proterra Inc. Common Stock as of Q3 2023.

Based on Buck Wealth Strategies's 13F filing for Q3 2023, filed 6 Nov 2023.