AIA
PFPT

Alera Investment Advisors’s Proofpoint, Inc. PFPT Stock Holding History

Alera Investment Advisors’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
Q2 		– Sell
-10
Closed -$1K – 1150
2019
Q1 		$1K Buy
+10
New +$1.1K ﹤0.01% 1149

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Alera Investment Advisors's PFPT Position: Q2 2019 in Review

Alera Investment Advisors sold out of Proofpoint, Inc. (PFPT) in Q2 2019, closing a stake of 10 shares — an estimated $1K sold.

Alera Investment Advisors first reported a position in PFPT in Q1 2019 and held it in 1 quarter. The position peaked at $1K in Q1 2019. 324 funds tracked by Wall St. Rank hold PFPT as of Q2 2019.

  • Alera Investment Advisors reported no remaining Proofpoint, Inc. position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 10 Proofpoint, Inc. shares in Q2 2019, an estimated $1K.
  • Alera Investment Advisors first reported a position in Proofpoint, Inc. in Q1 2019 and held it in 1 quarter.
  • Alera Investment Advisors's Proofpoint, Inc. position peaked at $1K in Q1 2019.
  • 324 funds tracked by Wall St. Rank held Proofpoint, Inc. as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.