APP
PFPT

Avantax Planning Partners’s Proofpoint, Inc. PFPT Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-49
Closed -$5K – 1337
2018
Q3 		$5K Buy
+49
New +$5.7K ﹤0.01% 1123
2018
Q2 		– Sell
-95
Closed -$11K – 1670
2018
Q1 		$11K Buy
+95
New +$10.1K ﹤0.01% 1028

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Avantax Planning Partners's PFPT Position: Q4 2018 in Review

Avantax Planning Partners sold out of Proofpoint, Inc. (PFPT) in Q4 2018, closing a stake of 49 shares — an estimated $5K sold.

Avantax Planning Partners first reported a position in PFPT in Q1 2018 and held it in 2 quarters. The position peaked at $11K in Q1 2018. 298 funds tracked by Wall St. Rank hold PFPT as of Q4 2018.

  • Avantax Planning Partners reported no remaining Proofpoint, Inc. position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 49 Proofpoint, Inc. shares in Q4 2018, an estimated $5K.
  • Avantax Planning Partners first reported a position in Proofpoint, Inc. in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Proofpoint, Inc. position peaked at $11K in Q1 2018.
  • 298 funds tracked by Wall St. Rank held Proofpoint, Inc. as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.