Mackenzie Financial
PTRA

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

Mackenzie 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
-14,414
Closed -$17.6K – 1625
2023
Q2 		$17.6K Buy
14,414
+500
+4% +$614 ﹤0.01% 1498
2023
Q1 		$21.1K Sell
13,914
-500
-3% -$1.88K ﹤0.01% 1481
2022
Q4 		$54.3K Hold
14,414
– – ﹤0.01% 1346
2022
Q3 		$72K Sell
14,414
-657
-4% -$3.68K ﹤0.01% 1335
2022
Q2 		$70K Buy
+15,071
New +$92.2K ﹤0.01% 1365

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

Mackenzie Financial's PTRA Position: Q3 2023 in Review

Mackenzie Financial sold out of Proterra Inc. Common Stock (PTRA) in Q3 2023, closing a stake of 14,414 shares — an estimated $17.6K sold.

Mackenzie Financial first reported a position in PTRA in Q2 2022 and held it in 5 quarters. The position peaked at $72K in Q3 2022. 7 funds tracked by Wall St. Rank hold PTRA as of Q3 2023.

  • Mackenzie Financial reported no remaining Proterra Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • Mackenzie Financial sold 14,414 Proterra Inc. Common Stock shares in Q3 2023, an estimated $17.6K.
  • Mackenzie Financial first reported a position in Proterra Inc. Common Stock in Q2 2022 and held it in 5 quarters.
  • Mackenzie Financial's Proterra Inc. Common Stock position peaked at $72K in Q3 2022.
  • 7 funds tracked by Wall St. Rank held Proterra Inc. Common Stock as of Q3 2023.

Based on Mackenzie Financial's 13F filing for Q3 2023, filed 25 Oct 2023.