CIA
PFPT

CSat Investment Advisory’s Proofpoint, Inc. PFPT Stock Holding History

CSat 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
-346
Closed -$37K – 1054
2020
Q3 		$37K Buy
346
+41
+13% +$4.57K ﹤0.01% 723
2020
Q2 		$34K Buy
305
+103
+51% +$11.8K ﹤0.01% 729
2020
Q1 		$21K Buy
202
+37
+22% +$4.32K ﹤0.01% 717
2019
Q4 		$19K Buy
165
+20
+14% +$2.38K 0.01% 810
2019
Q3 		$19K Buy
145
+20
+16% +$2.45K 0.01% 732
2019
Q2 		$15K Buy
+125
New +$14.7K 0.01% 767

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 $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 $369B AUM 31.66% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

CSat Investment Advisory's PFPT Position: Q4 2020 in Review

CSat Investment Advisory sold out of Proofpoint, Inc. (PFPT) in Q4 2020, closing a stake of 346 shares — an estimated $37K sold.

CSat Investment Advisory first reported a position in PFPT in Q2 2019 and held it in 6 quarters. The position peaked at $37K in Q3 2020. 341 funds tracked by Wall St. Rank hold PFPT as of Q4 2020.

  • CSat Investment Advisory reported no remaining Proofpoint, Inc. position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 346 Proofpoint, Inc. shares in Q4 2020, an estimated $37K.
  • CSat Investment Advisory first reported a position in Proofpoint, Inc. in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Proofpoint, Inc. position peaked at $37K in Q3 2020.
  • 341 funds tracked by Wall St. Rank held Proofpoint, Inc. as of Q4 2020.

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