CFD
PTRA

Creative Financial Designs’s Proterra Inc. Common Stock PTRA Stock Holding History

Creative Financial Designs’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
-250
Closed -$943 – 1444
2022
Q4 		$943 Hold
250
– – ﹤0.01% 1208
2022
Q3 		$1K Hold
250
– – ﹤0.01% 1267
2022
Q2 		$1K Buy
+250
New +$1.53K ﹤0.01% 1224

Other funds holding PTRA

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Generation Investment Management
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $29.1B AUM 43.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Soros Fund Management
Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return

Creative Financial Designs's PTRA Position: Q1 2023 in Review

Creative Financial Designs sold out of Proterra Inc. Common Stock (PTRA) in Q1 2023, closing a stake of 250 shares — an estimated $943 sold.

Creative Financial Designs first reported a position in PTRA in Q2 2022 and held it in 3 quarters. The position peaked at $1K in Q3 2022. 166 funds tracked by Wall St. Rank hold PTRA as of Q1 2023.

  • Creative Financial Designs reported no remaining Proterra Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Creative Financial Designs sold 250 Proterra Inc. Common Stock shares in Q1 2023, an estimated $943.
  • Creative Financial Designs first reported a position in Proterra Inc. Common Stock in Q2 2022 and held it in 3 quarters.
  • Creative Financial Designs's Proterra Inc. Common Stock position peaked at $1K in Q3 2022.
  • 166 funds tracked by Wall St. Rank held Proterra Inc. Common Stock as of Q1 2023.

Based on Creative Financial Designs's 13F filing for Q1 2023, filed 25 Apr 2023.