BFC
PFPT

Bedel Financial Consulting’s Proofpoint, Inc. PFPT Stock Holding History

Bedel Financial Consulting’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
Q2 		– Sell
-50
Closed -$5K – 960
2020
Q1 		$5K Buy
+50
New +$5.83K ﹤0.01% 592

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

Bedel Financial Consulting's PFPT Position: Q2 2020 in Review

Bedel Financial Consulting sold out of Proofpoint, Inc. (PFPT) in Q2 2020, closing a stake of 50 shares — an estimated $5K sold.

Bedel Financial Consulting first reported a position in PFPT in Q1 2020 and held it in 1 quarter. The position peaked at $5K in Q1 2020. 323 funds tracked by Wall St. Rank hold PFPT as of Q2 2020.

  • Bedel Financial Consulting reported no remaining Proofpoint, Inc. position as of Q2 2020 after selling out during the quarter.
  • Bedel Financial Consulting sold 50 Proofpoint, Inc. shares in Q2 2020, an estimated $5K.
  • Bedel Financial Consulting first reported a position in Proofpoint, Inc. in Q1 2020 and held it in 1 quarter.
  • Bedel Financial Consulting's Proofpoint, Inc. position peaked at $5K in Q1 2020.
  • 323 funds tracked by Wall St. Rank held Proofpoint, Inc. as of Q2 2020.

Based on Bedel Financial Consulting's 13F filing for Q2 2020, filed 14 Jul 2020.