BWM
PFPT

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

Baystate 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
2021
Q2 		– Sell
-150
Closed -$19K – 885
2021
Q1 		$19K Hold
150
– – ﹤0.01% 383
2020
Q4 		$20K Hold
150
– – ﹤0.01% 344
2020
Q3 		$16K Buy
+150
New +$16.7K ﹤0.01% 340

Other funds holding PFPT

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Baystate Wealth Management's PFPT Position: Q2 2021 in Review

Baystate Wealth Management sold out of Proofpoint, Inc. (PFPT) in Q2 2021, closing a stake of 150 shares — an estimated $19K sold.

Baystate Wealth Management first reported a position in PFPT in Q3 2020 and held it in 3 quarters. The position peaked at $20K in Q4 2020. 364 funds tracked by Wall St. Rank hold PFPT as of Q2 2021.

  • Baystate Wealth Management reported no remaining Proofpoint, Inc. position as of Q2 2021 after selling out during the quarter.
  • Baystate Wealth Management sold 150 Proofpoint, Inc. shares in Q2 2021, an estimated $19K.
  • Baystate Wealth Management first reported a position in Proofpoint, Inc. in Q3 2020 and held it in 3 quarters.
  • Baystate Wealth Management's Proofpoint, Inc. position peaked at $20K in Q4 2020.
  • 364 funds tracked by Wall St. Rank held Proofpoint, Inc. as of Q2 2021.

Based on Baystate Wealth Management's 13F filing for Q2 2021, filed 26 Jul 2021.