Concord Wealth Partners’s Proofpoint, Inc. PFPT Stock Holding History

Concord Wealth Partners’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	-15	Closed	-$3K	–	1075
2021 Q2	$3K	Hold	15	–	–	﹤0.01%	857
2021 Q1	$2K	Hold	15	–	–	﹤0.01%	872
2020 Q4	$2K	Buy	+15	New	+$1.64K	﹤0.01%	586

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

Concord Wealth Partners's PFPT Position: Q3 2021 in Review

Concord Wealth Partners sold out of Proofpoint, Inc. (PFPT) in Q3 2021, closing a stake of 15 shares — an estimated $3K sold.

Concord Wealth Partners first reported a position in PFPT in Q4 2020 and held it in 3 quarters. The position peaked at $3K in Q2 2021. 2 funds tracked by Wall St. Rank hold PFPT as of Q3 2021.

Concord Wealth Partners reported no remaining Proofpoint, Inc. position as of Q3 2021 after selling out during the quarter.
Concord Wealth Partners sold 15 Proofpoint, Inc. shares in Q3 2021, an estimated $3K.
Concord Wealth Partners first reported a position in Proofpoint, Inc. in Q4 2020 and held it in 3 quarters.
Concord Wealth Partners's Proofpoint, Inc. position peaked at $3K in Q2 2021.
2 funds tracked by Wall St. Rank held Proofpoint, Inc. as of Q3 2021.

Based on Concord Wealth Partners's 13F filing for Q3 2021, filed 9 Nov 2021.