Principal Financial Group
PTRA

Principal Financial Group’s Proterra Inc. Common Stock PTRA Stock Holding History

Principal Financial 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
-23,518
Closed -$28.2K – 2493
2023
Q2 		$28.2K Sell
23,518
-1,097
-4% -$1.35K ﹤0.01% 2396
2023
Q1 		$37.4K Buy
24,615
+4,551
+23% +$17.1K ﹤0.01% 2391
2022
Q4 		$75.6K Sell
20,064
-7,062
-26% -$37.3K ﹤0.01% 2340
2022
Q3 		$135K Buy
27,126
+5,147
+23% +$28.9K ﹤0.01% 2270
2022
Q2 		$102K Buy
+21,979
New +$134K ﹤0.01% 2389

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

Principal Financial Group's PTRA Position: Q3 2023 in Review

Principal Financial Group sold out of Proterra Inc. Common Stock (PTRA) in Q3 2023, closing a stake of 23,518 shares — an estimated $28.2K sold.

Principal Financial Group first reported a position in PTRA in Q2 2022 and held it in 5 quarters. The position peaked at $135K in Q3 2022. 7 funds tracked by Wall St. Rank hold PTRA as of Q3 2023.

  • Principal Financial Group reported no remaining Proterra Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • Principal Financial Group sold 23,518 Proterra Inc. Common Stock shares in Q3 2023, an estimated $28.2K.
  • Principal Financial Group first reported a position in Proterra Inc. Common Stock in Q2 2022 and held it in 5 quarters.
  • Principal Financial Group's Proterra Inc. Common Stock position peaked at $135K in Q3 2022.
  • 7 funds tracked by Wall St. Rank held Proterra Inc. Common Stock as of Q3 2023.

Based on Principal Financial Group's 13F filing for Q3 2023, filed 2 Nov 2023.