MWM
PTRA

Modera Wealth Management’s Proterra Inc. Common Stock PTRA Stock Holding History

Modera Wealth Management’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
-14,703
Closed -$17.6K – 589
2023
Q2 		$17.6K Buy
+14,703
New +$18.1K ﹤0.01% 558

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

Modera Wealth Management's PTRA Position: Q3 2023 in Review

Modera Wealth Management sold out of Proterra Inc. Common Stock (PTRA) in Q3 2023, closing a stake of 14,703 shares — an estimated $17.6K sold.

Modera Wealth Management first reported a position in PTRA in Q2 2023 and held it in 1 quarter. The position peaked at $17.6K in Q2 2023. 7 funds tracked by Wall St. Rank hold PTRA as of Q3 2023.

  • Modera Wealth Management reported no remaining Proterra Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • Modera Wealth Management sold 14,703 Proterra Inc. Common Stock shares in Q3 2023, an estimated $17.6K.
  • Modera Wealth Management first reported a position in Proterra Inc. Common Stock in Q2 2023 and held it in 1 quarter.
  • Modera Wealth Management's Proterra Inc. Common Stock position peaked at $17.6K in Q2 2023.
  • 7 funds tracked by Wall St. Rank held Proterra Inc. Common Stock as of Q3 2023.

Based on Modera Wealth Management's 13F filing for Q3 2023, filed 1 Nov 2023.