AWM
PFPT

AE Wealth Management’s Proofpoint, Inc. PFPT Stock Holding History

AE Wealth Management’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
2020
Q4 		– Sell
-5,930
Closed -$626K – 1462
2020
Q3 		$626K Buy
+5,930
New +$661K 0.01% 795
2020
Q2 		– Sell
-3,446
Closed -$354K – 1371
2020
Q1 		$354K Buy
+3,446
New +$402K 0.01% 825

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

AE Wealth Management's PFPT Position: Q4 2020 in Review

AE Wealth Management sold out of Proofpoint, Inc. (PFPT) in Q4 2020, closing a stake of 5,930 shares — an estimated $626K sold.

AE Wealth Management first reported a position in PFPT in Q1 2020 and held it in 2 quarters. The position peaked at $626K in Q3 2020. 341 funds tracked by Wall St. Rank hold PFPT as of Q4 2020.

  • AE Wealth Management reported no remaining Proofpoint, Inc. position as of Q4 2020 after selling out during the quarter.
  • AE Wealth Management sold 5,930 Proofpoint, Inc. shares in Q4 2020, an estimated $626K.
  • AE Wealth Management first reported a position in Proofpoint, Inc. in Q1 2020 and held it in 2 quarters.
  • AE Wealth Management's Proofpoint, Inc. position peaked at $626K in Q3 2020.
  • 341 funds tracked by Wall St. Rank held Proofpoint, Inc. as of Q4 2020.

Based on AE Wealth Management's 13F filing for Q4 2020, filed 1 Feb 2021.