CSPIA
PFPT

Cary Street Partners Investment Advisory’s Proofpoint, Inc. PFPT Stock Holding History

Cary Street Partners Investment Advisory’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
-25
Closed -$3K – 952
2020
Q3 		$3K Buy
+25
New +$2.79K ﹤0.01% 900

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 $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 $419B AUM 43.02% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Cary Street Partners Investment Advisory's PFPT Position: Q4 2020 in Review

Cary Street Partners Investment Advisory sold out of Proofpoint, Inc. (PFPT) in Q4 2020, closing a stake of 25 shares — an estimated $3K sold.

Cary Street Partners Investment Advisory first reported a position in PFPT in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 341 funds tracked by Wall St. Rank hold PFPT as of Q4 2020.

  • Cary Street Partners Investment Advisory reported no remaining Proofpoint, Inc. position as of Q4 2020 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 25 Proofpoint, Inc. shares in Q4 2020, an estimated $3K.
  • Cary Street Partners Investment Advisory first reported a position in Proofpoint, Inc. in Q3 2020 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's Proofpoint, Inc. position peaked at $3K in Q3 2020.
  • 341 funds tracked by Wall St. Rank held Proofpoint, Inc. as of Q4 2020.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.