CAAS
PFPT

Capital Asset Advisory Services’s Proofpoint, Inc. PFPT Stock Holding History

Capital Asset Advisory Services’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
Q1 		– Sell
-31
Closed -$4K – 1642
2020
Q4 		$4K Buy
+31
New +$3.4K ﹤0.01% 1352

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital Asset Advisory Services's PFPT Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Proofpoint, Inc. (PFPT) in Q1 2021, closing a stake of 31 shares — an estimated $4K sold.

Capital Asset Advisory Services first reported a position in PFPT in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 327 funds tracked by Wall St. Rank hold PFPT as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Proofpoint, Inc. position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 31 Proofpoint, Inc. shares in Q1 2021, an estimated $4K.
  • Capital Asset Advisory Services first reported a position in Proofpoint, Inc. in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Proofpoint, Inc. position peaked at $4K in Q4 2020.
  • 327 funds tracked by Wall St. Rank held Proofpoint, Inc. as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.