CWM
PFPT

Cornerstone Wealth Management’s Proofpoint, Inc. PFPT Stock Holding History

Cornerstone Wealth Management’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
-1,909
Closed -$240K – 498
2021
Q1 		$240K Sell
1,909
-104
-5% -$13.6K 0.03% 395
2020
Q4 		$275K Buy
+2,013
New +$221K 0.03% 345

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

Cornerstone Wealth Management's PFPT Position: Q2 2021 in Review

Cornerstone Wealth Management sold out of Proofpoint, Inc. (PFPT) in Q2 2021, closing a stake of 1,909 shares — an estimated $240K sold.

Cornerstone Wealth Management first reported a position in PFPT in Q4 2020 and held it in 2 quarters. The position peaked at $275K in Q4 2020. 364 funds tracked by Wall St. Rank hold PFPT as of Q2 2021.

  • Cornerstone Wealth Management reported no remaining Proofpoint, Inc. position as of Q2 2021 after selling out during the quarter.
  • Cornerstone Wealth Management sold 1,909 Proofpoint, Inc. shares in Q2 2021, an estimated $240K.
  • Cornerstone Wealth Management first reported a position in Proofpoint, Inc. in Q4 2020 and held it in 2 quarters.
  • Cornerstone Wealth Management's Proofpoint, Inc. position peaked at $275K in Q4 2020.
  • 364 funds tracked by Wall St. Rank held Proofpoint, Inc. as of Q2 2021.

Based on Cornerstone Wealth Management's 13F filing for Q2 2021, filed 9 Aug 2021.