HIIFS
PTRA

Harel Insurance Investments & Financial Services’s Proterra Inc. Common Stock PTRA Stock Holding History

Harel Insurance Investments & Financial Services’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
-47,328
Closed -$57K – 796
2023
Q2 		$57K Buy
47,328
+32,875
+227% +$40.4K ﹤0.01% 468
2023
Q1 		$22K Sell
14,453
-85
-0.6% -$320 ﹤0.01% 583
2022
Q4 		$55K Sell
14,538
-1,646
-10% -$8.71K ﹤0.01% 462
2022
Q3 		$86K Sell
16,184
-961
-6% -$5.39K ﹤0.01% 416
2022
Q2 		$80K Buy
+17,145
New +$105K ﹤0.01% 440
2022
Q1 		– Sell
-23,381
Closed -$209K – 841
2021
Q4 		$209K Buy
+23,381
New +$239K ﹤0.01% 391
2021
Q1 		– Sell
-5,000
Closed -$178K – 905
2020
Q4 		$178K Buy
+5,000
New +$52.1K ﹤0.01% 510

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 $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

Harel Insurance Investments & Financial Services's PTRA Position: Q3 2023 in Review

Harel Insurance Investments & Financial Services sold out of Proterra Inc. Common Stock (PTRA) in Q3 2023, closing a stake of 47,328 shares — an estimated $57K sold.

Harel Insurance Investments & Financial Services first reported a position in PTRA in Q4 2020 and held it in 7 quarters. The position peaked at $209K in Q4 2021. 7 funds tracked by Wall St. Rank hold PTRA as of Q3 2023.

  • Harel Insurance Investments & Financial Services reported no remaining Proterra Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 47,328 Proterra Inc. Common Stock shares in Q3 2023, an estimated $57K.
  • Harel Insurance Investments & Financial Services first reported a position in Proterra Inc. Common Stock in Q4 2020 and held it in 7 quarters.
  • Harel Insurance Investments & Financial Services's Proterra Inc. Common Stock position peaked at $209K in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Proterra Inc. Common Stock as of Q3 2023.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q3 2023, filed 30 Oct 2023.