CWC
PFPT

Carolinas Wealth Consulting’s Proofpoint, Inc. PFPT Stock Holding History

Carolinas Wealth 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
Q4 		– Sell
-13
Closed -$1K – 1072
2020
Q3 		$1K Buy
+13
New +$1.45K ﹤0.01% 918

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
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
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Carolinas Wealth Consulting's PFPT Position: Q4 2020 in Review

Carolinas Wealth Consulting sold out of Proofpoint, Inc. (PFPT) in Q4 2020, closing a stake of 13 shares — an estimated $1K sold.

Carolinas Wealth Consulting first reported a position in PFPT in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 341 funds tracked by Wall St. Rank hold PFPT as of Q4 2020.

  • Carolinas Wealth Consulting reported no remaining Proofpoint, Inc. position as of Q4 2020 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 13 Proofpoint, Inc. shares in Q4 2020, an estimated $1K.
  • Carolinas Wealth Consulting first reported a position in Proofpoint, Inc. in Q3 2020 and held it in 1 quarter.
  • Carolinas Wealth Consulting's Proofpoint, Inc. position peaked at $1K in Q3 2020.
  • 341 funds tracked by Wall St. Rank held Proofpoint, Inc. as of Q4 2020.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2020, filed 16 Feb 2021.