Nisa Investment Advisors’s Proterra Inc. Common Stock PTRA Stock Holding History

Nisa Investment Advisors’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	-2,840	Closed	-$3.41K	–	2882
2023 Q2	$3.41K	Buy	2,840 +100	+4%	+$123	﹤0.01%	2345
2023 Q1	$4K	Sell	2,740 -5,940	-68%	-$22.3K	﹤0.01%	2271
2022 Q4	$33K	Sell	8,680 -92	-1%	-$487	﹤0.01%	1904
2022 Q3	$54K	Buy	8,772 +182	+2%	+$1.02K	﹤0.01%	1722
2022 Q2	$40K	Buy	+8,590	New	+$52.5K	﹤0.01%	1811

Other funds holding PTRA

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

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

Nisa Investment Advisors's PTRA Position: Q3 2023 in Review

Nisa Investment Advisors sold out of Proterra Inc. Common Stock (PTRA) in Q3 2023, closing a stake of 2,840 shares — an estimated $3.41K sold.

Nisa Investment Advisors first reported a position in PTRA in Q2 2022 and held it in 5 quarters. The position peaked at $54K in Q3 2022. 7 funds tracked by Wall St. Rank hold PTRA as of Q3 2023.

Nisa Investment Advisors reported no remaining Proterra Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
Nisa Investment Advisors sold 2,840 Proterra Inc. Common Stock shares in Q3 2023, an estimated $3.41K.
Nisa Investment Advisors first reported a position in Proterra Inc. Common Stock in Q2 2022 and held it in 5 quarters.
Nisa Investment Advisors's Proterra Inc. Common Stock position peaked at $54K in Q3 2022.
7 funds tracked by Wall St. Rank held Proterra Inc. Common Stock as of Q3 2023.

Based on Nisa Investment Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.