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

Cary Street 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 Q3	–	Sell	-1,101	Closed	-$1.32K	–	1938
2023 Q2	$1.32K	Buy	+1,101	New	+$1.35K	﹤0.01%	1626

Other funds holding PTRA

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Public Employees Retirement Association of Colorado Denver, Colorado $28.9B AUM 44.1% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Cary Street Partners Investment Advisory's PTRA Position: Q3 2023 in Review

Cary Street Partners Investment Advisory sold out of Proterra Inc. Common Stock (PTRA) in Q3 2023, closing a stake of 1,101 shares — an estimated $1.32K sold.

Cary Street Partners Investment Advisory first reported a position in PTRA in Q2 2023 and held it in 1 quarter. The position peaked at $1.32K in Q2 2023. 7 funds tracked by Wall St. Rank hold PTRA as of Q3 2023.

Cary Street Partners Investment Advisory reported no remaining Proterra Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 1,101 Proterra Inc. Common Stock shares in Q3 2023, an estimated $1.32K.
Cary Street Partners Investment Advisory first reported a position in Proterra Inc. Common Stock in Q2 2023 and held it in 1 quarter.
Cary Street Partners Investment Advisory's Proterra Inc. Common Stock position peaked at $1.32K in Q2 2023.
7 funds tracked by Wall St. Rank held Proterra Inc. Common Stock as of Q3 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q3 2023, filed 13 Nov 2023.