TFGT
PTRA

TS Financial Group (TSFG)’s Proterra Inc. Common Stock PTRA Stock Holding History

TS Financial Group (TSFG)’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
-200
Closed – – 1067
2023
Q2 		$0 Hold
200
– – ﹤0.01% 1086
2023
Q1 		$0 Hold
200
– – ﹤0.01% 1032
2022
Q4 		$1K Hold
200
– – ﹤0.01% 962
2022
Q3 		$1K Hold
200
– – ﹤0.01% 940
2022
Q2 		$1K Buy
+200
New +$1.22K ﹤0.01% 964
2022
Q1 		– Sell
-200
Closed -$2K – 1040
2021
Q4 		$2K Buy
+200
New +$2.05K ﹤0.01% 794

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

TS Financial Group (TSFG)'s PTRA Position: Q3 2023 in Review

TS Financial Group (TSFG) sold out of Proterra Inc. Common Stock (PTRA) in Q3 2023, closing a stake of 200 shares.

TS Financial Group (TSFG) first reported a position in PTRA in Q4 2021 and held it in 6 quarters. The position peaked at $2K in Q4 2021. 7 funds tracked by Wall St. Rank hold PTRA as of Q3 2023.

  • TS Financial Group (TSFG) reported no remaining Proterra Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • TS Financial Group (TSFG) sold 200 Proterra Inc. Common Stock shares in Q3 2023.
  • TS Financial Group (TSFG) first reported a position in Proterra Inc. Common Stock in Q4 2021 and held it in 6 quarters.
  • TS Financial Group (TSFG)'s Proterra Inc. Common Stock position peaked at $2K in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Proterra Inc. Common Stock as of Q3 2023.

Based on TS Financial Group (TSFG)'s 13F filing for Q3 2023, filed 10 Oct 2023.