CAN
PTRA

Cetera Advisor Networks’s Proterra Inc. Common Stock PTRA Stock Holding History

Cetera Advisor Networks’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
-14,364
Closed -$17.2K – 2824
2023
Q2 		$17.2K Hold
14,364
– – ﹤0.01% 2562
2023
Q1 		$21.8K Buy
14,364
+132
+0.9% +$497 ﹤0.01% 2528
2022
Q4 		$53.7K Sell
14,232
-1,206
-8% -$6.38K ﹤0.01% 2437
2022
Q3 		$77K Buy
+15,438
New +$86.6K ﹤0.01% 1990
2022
Q2 		– Sell
-11,238
Closed -$85K – 2234
2022
Q1 		$85K Sell
11,238
-600
-5% -$4.86K ﹤0.01% 1982
2021
Q4 		$105K Buy
11,838
+1,688
+17% +$17.3K ﹤0.01% 1957
2021
Q3 		$103K Buy
+10,150
New +$115K ﹤0.01% 1891

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

Cetera Advisor Networks's PTRA Position: Q3 2023 in Review

Cetera Advisor Networks sold out of Proterra Inc. Common Stock (PTRA) in Q3 2023, closing a stake of 14,364 shares — an estimated $17.2K sold.

Cetera Advisor Networks first reported a position in PTRA in Q3 2021 and held it in 7 quarters. The position peaked at $105K in Q4 2021. 7 funds tracked by Wall St. Rank hold PTRA as of Q3 2023.

  • Cetera Advisor Networks reported no remaining Proterra Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • Cetera Advisor Networks sold 14,364 Proterra Inc. Common Stock shares in Q3 2023, an estimated $17.2K.
  • Cetera Advisor Networks first reported a position in Proterra Inc. Common Stock in Q3 2021 and held it in 7 quarters.
  • Cetera Advisor Networks's Proterra Inc. Common Stock position peaked at $105K in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Proterra Inc. Common Stock as of Q3 2023.

Based on Cetera Advisor Networks's 13F filing for Q3 2023, filed 14 Nov 2023.