CWM
PFPT

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

Curi 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
Q1 		– Sell
-80
Closed -$10K – 529
2020
Q4 		$10K Buy
+80
New +$8.77K 0.01% 254

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
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Curi Wealth Management's PFPT Position: Q1 2021 in Review

Curi Wealth Management sold out of Proofpoint, Inc. (PFPT) in Q1 2021, closing a stake of 80 shares — an estimated $10K sold.

Curi Wealth Management first reported a position in PFPT in Q4 2020 and held it in 1 quarter. The position peaked at $10K in Q4 2020. 327 funds tracked by Wall St. Rank hold PFPT as of Q1 2021.

  • Curi Wealth Management reported no remaining Proofpoint, Inc. position as of Q1 2021 after selling out during the quarter.
  • Curi Wealth Management sold 80 Proofpoint, Inc. shares in Q1 2021, an estimated $10K.
  • Curi Wealth Management first reported a position in Proofpoint, Inc. in Q4 2020 and held it in 1 quarter.
  • Curi Wealth Management's Proofpoint, Inc. position peaked at $10K in Q4 2020.
  • 327 funds tracked by Wall St. Rank held Proofpoint, Inc. as of Q1 2021.

Based on Curi Wealth Management's 13F filing for Q1 2021, filed 29 Apr 2021.