CIBC Private Wealth Group
PTRA

CIBC Private Wealth Group’s Proterra Inc. Common Stock PTRA Stock Holding History

CIBC Private Wealth 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
Q1 		– Sell
-748,336
Closed -$2.82M – 947
2022
Q4 		$2.82M Buy
748,336
+362,412
+94% +$1.92M 0.01% 382
2022
Q3 		$1.92M Sell
385,924
-418,034
-52% -$2.34M 0.01% 485
2022
Q2 		$3.73M Buy
803,958
+50,558
+7% +$309K 0.01% 406
2022
Q1 		$5.67M Buy
753,400
+150,000
+25% +$1.22M 0.01% 383
2021
Q4 		$5.33M Buy
603,400
+300,000
+99% +$3.07M 0.01% 397
2021
Q3 		$3.07M Buy
+303,400
New +$3.43M 0.01% 444
2021
Q1 		– Sell
-376,697
Closed -$4.17M – 1067
2020
Q4 		$4.17M Buy
+376,697
New +$3.93M 0.01% 401

Other funds holding PTRA

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TPL
Tao Pro LLC San Francisco, California $13.8M AUM 74.14% 1-Year Est. Return
CIM
Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return

CIBC Private Wealth Group's PTRA Position: Q1 2023 in Review

CIBC Private Wealth Group sold out of Proterra Inc. Common Stock (PTRA) in Q1 2023, closing a stake of 748,336 shares — an estimated $2.82M sold.

CIBC Private Wealth Group first reported a position in PTRA in Q4 2020 and held it in 7 quarters. The position peaked at $5.67M in Q1 2022. 166 funds tracked by Wall St. Rank hold PTRA as of Q1 2023.

  • CIBC Private Wealth Group reported no remaining Proterra Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • CIBC Private Wealth Group sold 748,336 Proterra Inc. Common Stock shares in Q1 2023, an estimated $2.82M.
  • CIBC Private Wealth Group first reported a position in Proterra Inc. Common Stock in Q4 2020 and held it in 7 quarters.
  • CIBC Private Wealth Group's Proterra Inc. Common Stock position peaked at $5.67M in Q1 2022.
  • 166 funds tracked by Wall St. Rank held Proterra Inc. Common Stock as of Q1 2023.

Based on CIBC Private Wealth Group's 13F filing for Q1 2023, filed 12 May 2023.