GVAG
PFPT

Great Valley Advisor Group’s Proofpoint, Inc. PFPT Stock Holding History

Great Valley Advisor Group’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
Q1 		– Sell
-2,030
Closed -$233K – 389
2019
Q4 		$233K Buy
+2,030
New +$242K 0.05% 322

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Great Valley Advisor Group's PFPT Position: Q1 2020 in Review

Great Valley Advisor Group sold out of Proofpoint, Inc. (PFPT) in Q1 2020, closing a stake of 2,030 shares — an estimated $233K sold.

Great Valley Advisor Group first reported a position in PFPT in Q4 2019 and held it in 1 quarter. The position peaked at $233K in Q4 2019. 318 funds tracked by Wall St. Rank hold PFPT as of Q1 2020.

  • Great Valley Advisor Group reported no remaining Proofpoint, Inc. position as of Q1 2020 after selling out during the quarter.
  • Great Valley Advisor Group sold 2,030 Proofpoint, Inc. shares in Q1 2020, an estimated $233K.
  • Great Valley Advisor Group first reported a position in Proofpoint, Inc. in Q4 2019 and held it in 1 quarter.
  • Great Valley Advisor Group's Proofpoint, Inc. position peaked at $233K in Q4 2019.
  • 318 funds tracked by Wall St. Rank held Proofpoint, Inc. as of Q1 2020.

Based on Great Valley Advisor Group's 13F filing for Q1 2020, filed 15 May 2020.