MW
PTRA

MBL Wealth’s Proterra Inc. Common Stock PTRA Stock Holding History

MBL Wealth’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
Q2 		– Sell
-12,206
Closed -$18.6K – 186
2023
Q1 		$18.6K Buy
+12,206
New +$45.9K ﹤0.01% 162

Other funds holding PTRA

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return

MBL Wealth's PTRA Position: Q2 2023 in Review

MBL Wealth sold out of Proterra Inc. Common Stock (PTRA) in Q2 2023, closing a stake of 12,206 shares — an estimated $18.6K sold.

MBL Wealth first reported a position in PTRA in Q1 2023 and held it in 1 quarter. The position peaked at $18.6K in Q1 2023. 162 funds tracked by Wall St. Rank hold PTRA as of Q2 2023.

  • MBL Wealth reported no remaining Proterra Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
  • MBL Wealth sold 12,206 Proterra Inc. Common Stock shares in Q2 2023, an estimated $18.6K.
  • MBL Wealth first reported a position in Proterra Inc. Common Stock in Q1 2023 and held it in 1 quarter.
  • MBL Wealth's Proterra Inc. Common Stock position peaked at $18.6K in Q1 2023.
  • 162 funds tracked by Wall St. Rank held Proterra Inc. Common Stock as of Q2 2023.

Based on MBL Wealth's 13F filing for Q2 2023, filed 17 Jul 2023.