Zurich Cantonal Bank
PTRA

Zurich Cantonal Bank’s Proterra Inc. Common Stock PTRA Stock Holding History

Zurich Cantonal Bank’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
-31,109
Closed -$47.3K – 2878
2023
Q1 		$47.3K Buy
31,109
+3,587
+13% +$13.5K ﹤0.01% 2609
2022
Q4 		$104K Buy
27,522
+5,083
+23% +$26.9K ﹤0.01% 2243
2022
Q3 		$112K Hold
22,439
– – ﹤0.01% 2133
2022
Q2 		$104K Buy
+22,439
New +$137K ﹤0.01% 2211
2022
Q1 		– Sell
-22,439
Closed -$198K – 2879
2021
Q4 		$198K Buy
+22,439
New +$230K ﹤0.01% 2071

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

Zurich Cantonal Bank's PTRA Position: Q2 2023 in Review

Zurich Cantonal Bank sold out of Proterra Inc. Common Stock (PTRA) in Q2 2023, closing a stake of 31,109 shares — an estimated $47.3K sold.

Zurich Cantonal Bank first reported a position in PTRA in Q4 2021 and held it in 5 quarters. The position peaked at $198K in Q4 2021. 162 funds tracked by Wall St. Rank hold PTRA as of Q2 2023.

  • Zurich Cantonal Bank reported no remaining Proterra Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
  • Zurich Cantonal Bank sold 31,109 Proterra Inc. Common Stock shares in Q2 2023, an estimated $47.3K.
  • Zurich Cantonal Bank first reported a position in Proterra Inc. Common Stock in Q4 2021 and held it in 5 quarters.
  • Zurich Cantonal Bank's Proterra Inc. Common Stock position peaked at $198K in Q4 2021.
  • 162 funds tracked by Wall St. Rank held Proterra Inc. Common Stock as of Q2 2023.

Based on Zurich Cantonal Bank's 13F filing for Q2 2023, filed 7 Aug 2023.