Janney Montgomery Scott
PTRA

Janney Montgomery Scott’s Proterra Inc. Common Stock PTRA Stock Holding History

Janney Montgomery Scott’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
-47,034
Closed -$56K – 2807
2023
Q2 		$56K Sell
47,034
-9,057
-16% -$11.1K ﹤0.01% 2589
2023
Q1 		$85K Sell
56,091
-16
-0% -$60 ﹤0.01% 2386
2022
Q4 		$212K Sell
56,107
-1,030
-2% -$5.45K ﹤0.01% 2340
2022
Q3 		$285K Sell
57,137
-5,733
-9% -$32.1K ﹤0.01% 2049
2022
Q2 		$299K Buy
+62,870
New +$384K ﹤0.01% 1919
2022
Q1 		– Sell
-82,747
Closed -$731K – 2484
2021
Q4 		$731K Buy
+82,747
New +$847K ﹤0.01% 1514

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

Janney Montgomery Scott's PTRA Position: Q3 2023 in Review

Janney Montgomery Scott sold out of Proterra Inc. Common Stock (PTRA) in Q3 2023, closing a stake of 47,034 shares — an estimated $56K sold.

Janney Montgomery Scott first reported a position in PTRA in Q4 2021 and held it in 6 quarters. The position peaked at $731K in Q4 2021. 7 funds tracked by Wall St. Rank hold PTRA as of Q3 2023.

  • Janney Montgomery Scott reported no remaining Proterra Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • Janney Montgomery Scott sold 47,034 Proterra Inc. Common Stock shares in Q3 2023, an estimated $56K.
  • Janney Montgomery Scott first reported a position in Proterra Inc. Common Stock in Q4 2021 and held it in 6 quarters.
  • Janney Montgomery Scott's Proterra Inc. Common Stock position peaked at $731K in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Proterra Inc. Common Stock as of Q3 2023.

Based on Janney Montgomery Scott's 13F filing for Q3 2023, filed 8 Nov 2023.