HWM
PFPT

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

HighMark 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
Q3 		– Sell
-19
Closed -$2K – 487
2020
Q2 		$2K Hold
19
– – ﹤0.01% 401
2020
Q1 		$1K Sell
19
-7
-27% -$816 ﹤0.01% 349
2019
Q4 		$2K Buy
+26
New +$3.1K ﹤0.01% 362

Other funds holding PFPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

HighMark Wealth Management's PFPT Position: Q3 2020 in Review

HighMark Wealth Management sold out of Proofpoint, Inc. (PFPT) in Q3 2020, closing a stake of 19 shares — an estimated $2K sold.

HighMark Wealth Management first reported a position in PFPT in Q4 2019 and held it in 3 quarters. The position peaked at $2K in Q2 2020. 344 funds tracked by Wall St. Rank hold PFPT as of Q3 2020.

  • HighMark Wealth Management reported no remaining Proofpoint, Inc. position as of Q3 2020 after selling out during the quarter.
  • HighMark Wealth Management sold 19 Proofpoint, Inc. shares in Q3 2020, an estimated $2K.
  • HighMark Wealth Management first reported a position in Proofpoint, Inc. in Q4 2019 and held it in 3 quarters.
  • HighMark Wealth Management's Proofpoint, Inc. position peaked at $2K in Q2 2020.
  • 344 funds tracked by Wall St. Rank held Proofpoint, Inc. as of Q3 2020.

Based on HighMark Wealth Management's 13F filing for Q3 2020, filed 26 Oct 2020.