Portside Wealth Group’s Proterra Inc. Common Stock PTRA Stock Holding History

Portside Wealth Group’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	-10,000	Closed	-$12K	–	397
2023 Q2	$12K	Buy	+10,000	New	+$12.3K	﹤0.01%	366

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

Portside Wealth Group's PTRA Position: Q3 2023 in Review

Portside Wealth Group sold out of Proterra Inc. Common Stock (PTRA) in Q3 2023, closing a stake of 10,000 shares — an estimated $12K sold.

Portside Wealth Group first reported a position in PTRA in Q2 2023 and held it in 1 quarter. The position peaked at $12K in Q2 2023. 7 funds tracked by Wall St. Rank hold PTRA as of Q3 2023.

Portside Wealth Group reported no remaining Proterra Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
Portside Wealth Group sold 10,000 Proterra Inc. Common Stock shares in Q3 2023, an estimated $12K.
Portside Wealth Group first reported a position in Proterra Inc. Common Stock in Q2 2023 and held it in 1 quarter.
Portside Wealth Group's Proterra Inc. Common Stock position peaked at $12K in Q2 2023.
7 funds tracked by Wall St. Rank held Proterra Inc. Common Stock as of Q3 2023.

Based on Portside Wealth Group's 13F filing for Q3 2023, filed 27 Oct 2023.