CFA
PFPT

Cahill Financial Advisors’s Proofpoint, Inc. PFPT Stock Holding History

Cahill Financial 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
Q2 		– Sell
-2,540
Closed -$320K – 212
2021
Q1 		$320K Hold
2,540
– – 0.08% 167
2020
Q4 		$346K Buy
2,540
+60
+2% +$6.58K 0.09% 154
2020
Q3 		$262K Buy
2,480
+100
+4% +$11.1K 0.09% 142
2020
Q2 		$265K Buy
2,380
+200
+9% +$22.9K 0.1% 141
2020
Q1 		$224K Sell
2,180
-630
-22% -$73.5K 0.1% 137
2019
Q4 		$323K Sell
2,810
-50
-2% -$5.96K 0.12% 131
2019
Q3 		$370K Buy
2,860
+170
+6% +$20.8K 0.14% 118
2019
Q2 		$324K Buy
2,690
+1,000
+59% +$118K 0.13% 120
2019
Q1 		$206K Buy
+1,690
New +$185K 0.09% 149

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

Cahill Financial Advisors's PFPT Position: Q2 2021 in Review

Cahill Financial Advisors sold out of Proofpoint, Inc. (PFPT) in Q2 2021, closing a stake of 2,540 shares — an estimated $320K sold.

Cahill Financial Advisors first reported a position in PFPT in Q1 2019 and held it in 9 quarters. The position peaked at $370K in Q3 2019. 364 funds tracked by Wall St. Rank hold PFPT as of Q2 2021.

  • Cahill Financial Advisors reported no remaining Proofpoint, Inc. position as of Q2 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 2,540 Proofpoint, Inc. shares in Q2 2021, an estimated $320K.
  • Cahill Financial Advisors first reported a position in Proofpoint, Inc. in Q1 2019 and held it in 9 quarters.
  • Cahill Financial Advisors's Proofpoint, Inc. position peaked at $370K in Q3 2019.
  • 364 funds tracked by Wall St. Rank held Proofpoint, Inc. as of Q2 2021.

Based on Cahill Financial Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.