TWA
PTRA

TCI Wealth Advisors’s Proterra Inc. Common Stock PTRA Stock Holding History

TCI Wealth 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
Q2 		– Sell
-4,111
Closed -$6.25K – 2471
2023
Q1 		$6.25K Buy
4,111
+545
+15% +$2.05K ﹤0.01% 1374
2022
Q4 		$13.4K Buy
3,566
+666
+23% +$3.52K ﹤0.01% 883
2022
Q3 		$14K Sell
2,900
-551
-16% -$3.09K ﹤0.01% 852
2022
Q2 		$16K Buy
3,451
+551
+19% +$3.37K ﹤0.01% 752
2022
Q1 		$22K Hold
2,900
– – ﹤0.01% 668
2021
Q4 		$26K Hold
2,900
– – ﹤0.01% 603
2021
Q3 		$29K Hold
2,900
– – ﹤0.01% 556
2021
Q2 		$50K Buy
+2,900
New +$48.7K 0.01% 396

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

TCI Wealth Advisors's PTRA Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Proterra Inc. Common Stock (PTRA) in Q2 2023, closing a stake of 4,111 shares — an estimated $6.25K sold.

TCI Wealth Advisors first reported a position in PTRA in Q2 2021 and held it in 8 quarters. The position peaked at $50K in Q2 2021. 162 funds tracked by Wall St. Rank hold PTRA as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Proterra Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 4,111 Proterra Inc. Common Stock shares in Q2 2023, an estimated $6.25K.
  • TCI Wealth Advisors first reported a position in Proterra Inc. Common Stock in Q2 2021 and held it in 8 quarters.
  • TCI Wealth Advisors's Proterra Inc. Common Stock position peaked at $50K in Q2 2021.
  • 162 funds tracked by Wall St. Rank held Proterra Inc. Common Stock as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.