GSWM
PFPT

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

Golden State 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
2020
Q2 		– Sell
-100
Closed -$10K – 1000
2020
Q1 		$10K Buy
+100
New +$11.7K ﹤0.01% 634
2019
Q4 		– Sell
-100
Closed -$13K – 1057
2019
Q3 		$13K Hold
100
– – ﹤0.01% 704
2019
Q2 		$12K Hold
100
– – ﹤0.01% 721
2019
Q1 		$12K Buy
+100
New +$11K ﹤0.01% 752

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

Golden State Wealth Management's PFPT Position: Q2 2020 in Review

Golden State Wealth Management sold out of Proofpoint, Inc. (PFPT) in Q2 2020, closing a stake of 100 shares — an estimated $10K sold.

Golden State Wealth Management first reported a position in PFPT in Q1 2019 and held it in 4 quarters. The position peaked at $13K in Q3 2019. 323 funds tracked by Wall St. Rank hold PFPT as of Q2 2020.

  • Golden State Wealth Management reported no remaining Proofpoint, Inc. position as of Q2 2020 after selling out during the quarter.
  • Golden State Wealth Management sold 100 Proofpoint, Inc. shares in Q2 2020, an estimated $10K.
  • Golden State Wealth Management first reported a position in Proofpoint, Inc. in Q1 2019 and held it in 4 quarters.
  • Golden State Wealth Management's Proofpoint, Inc. position peaked at $13K in Q3 2019.
  • 323 funds tracked by Wall St. Rank held Proofpoint, Inc. as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.