AF
PFPT

Advisornet Financial’s Proofpoint, Inc. PFPT Stock Holding History

Advisornet Financial’s Portfolio PFPT Stock Details PFPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-1,295
Closed -$156K – 2009
2019
Q2 		$156K Buy
1,295
+250
+24% +$29.4K 0.02% 495
2019
Q1 		$127K Sell
1,045
-125
-11% -$13.7K 0.02% 500
2018
Q4 		$98K Buy
1,170
+550
+89% +$50.9K 0.01% 524
2018
Q3 		$66K Sell
620
-235
-27% -$27.3K 0.01% 652
2018
Q2 		$99K Hold
855
– – 0.01% 527
2018
Q1 		$97K Sell
855
-200
-19% -$21.2K 0.01% 537
2017
Q4 		$94K Buy
+1,055
New +$95.7K 0.01% 495

Other funds holding PFPT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Advisornet Financial's PFPT Position: Q3 2019 in Review

Advisornet Financial sold out of Proofpoint, Inc. (PFPT) in Q3 2019, closing a stake of 1,295 shares — an estimated $156K sold.

Advisornet Financial first reported a position in PFPT in Q4 2017 and held it in 7 quarters. The position peaked at $156K in Q2 2019. 348 funds tracked by Wall St. Rank hold PFPT as of Q3 2019.

  • Advisornet Financial reported no remaining Proofpoint, Inc. position as of Q3 2019 after selling out during the quarter.
  • Advisornet Financial sold 1,295 Proofpoint, Inc. shares in Q3 2019, an estimated $156K.
  • Advisornet Financial first reported a position in Proofpoint, Inc. in Q4 2017 and held it in 7 quarters.
  • Advisornet Financial's Proofpoint, Inc. position peaked at $156K in Q2 2019.
  • 348 funds tracked by Wall St. Rank held Proofpoint, Inc. as of Q3 2019.

Based on Advisornet Financial's 13F filing for Q3 2019, filed 23 Oct 2019.