Berman Capital Advisors’s Proofpoint, Inc. PFPT Stock Holding History

Berman Capital 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
2021 Q3	–	Sell	-68	Closed	-$11K	–	2303
2021 Q2	$11K	Buy	68 +20	+42%	+$3.25K	﹤0.01%	1128
2021 Q1	$6K	Sell	48 -4	-8%	-$521	﹤0.01%	1246
2020 Q4	$7K	Buy	52 +23	+79%	+$2.52K	﹤0.01%	1067
2020 Q3	$3K	Buy	29 +7	+32%	+$780	﹤0.01%	1237
2020 Q2	$2K	Buy	22 +11	+100%	+$1.26K	﹤0.01%	1353
2020 Q1	$1K	Hold	11	–	–	﹤0.01%	1424
2019 Q4	$1K	Hold	11	–	–	﹤0.01%	1432
2019 Q3	$1K	Hold	11	–	–	﹤0.01%	1406
2019 Q2	$1K	Hold	11	–	–	﹤0.01%	1429
2019 Q1	$1K	Buy	+11	New	+$1.21K	﹤0.01%	1309

Other funds holding PFPT

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

NICM

Neo Ivy Capital Management New York $379M AUM 28.34% 1-Year Est. Return

Berman Capital Advisors's PFPT Position: Q3 2021 in Review

Berman Capital Advisors sold out of Proofpoint, Inc. (PFPT) in Q3 2021, closing a stake of 68 shares — an estimated $11K sold.

Berman Capital Advisors first reported a position in PFPT in Q1 2019 and held it in 10 quarters. The position peaked at $11K in Q2 2021. 2 funds tracked by Wall St. Rank hold PFPT as of Q3 2021.

Berman Capital Advisors reported no remaining Proofpoint, Inc. position as of Q3 2021 after selling out during the quarter.
Berman Capital Advisors sold 68 Proofpoint, Inc. shares in Q3 2021, an estimated $11K.
Berman Capital Advisors first reported a position in Proofpoint, Inc. in Q1 2019 and held it in 10 quarters.
Berman Capital Advisors's Proofpoint, Inc. position peaked at $11K in Q2 2021.
2 funds tracked by Wall St. Rank held Proofpoint, Inc. as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.