Copperwynd Financial’s Proterra Inc. Common Stock PTRA Stock Holding History

Copperwynd Financial’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	-11,211	Closed	-$13.5K	–	145
2023 Q2	$13.5K	Hold	11,211	–	–	0.01%	135
2023 Q1	$17K	Sell	11,211 -3,055	-21%	-$11.5K	0.01%	134
2022 Q4	$53.8K	Hold	14,266	–	–	0.03%	128
2022 Q3	$71K	Hold	14,266	–	–	0.04%	117
2022 Q2	$66K	Buy	+14,266	New	+$87.2K	0.04%	116

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 $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

Copperwynd Financial's PTRA Position: Q3 2023 in Review

Copperwynd Financial sold out of Proterra Inc. Common Stock (PTRA) in Q3 2023, closing a stake of 11,211 shares — an estimated $13.5K sold.

Copperwynd Financial first reported a position in PTRA in Q2 2022 and held it in 5 quarters. The position peaked at $71K in Q3 2022. 7 funds tracked by Wall St. Rank hold PTRA as of Q3 2023.

Copperwynd Financial reported no remaining Proterra Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
Copperwynd Financial sold 11,211 Proterra Inc. Common Stock shares in Q3 2023, an estimated $13.5K.
Copperwynd Financial first reported a position in Proterra Inc. Common Stock in Q2 2022 and held it in 5 quarters.
Copperwynd Financial's Proterra Inc. Common Stock position peaked at $71K in Q3 2022.
7 funds tracked by Wall St. Rank held Proterra Inc. Common Stock as of Q3 2023.

Based on Copperwynd Financial's 13F filing for Q3 2023, filed 7 Nov 2023.