Institutional & Family Asset Management’s Proofpoint, Inc. PFPT Stock Holding History

Institutional & Family Asset 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 Q3	–	Sell	-500	Closed	-$87K	–	1006
2021 Q2	$87K	Sell	500 -9	-2%	-$1.46K	0.01%	260
2021 Q1	$64K	Buy	509 +495	+3,536%	+$64.5K	0.01%	325
2020 Q4	$2K	Sell	14 -1	-7%	-$110	﹤0.01%	811
2020 Q3	$2K	Hold	15	–	–	﹤0.01%	755
2020 Q2	$2K	Sell	15 -5	-25%	-$571	﹤0.01%	739
2020 Q1	$2K	Hold	20	–	–	﹤0.01%	692
2019 Q4	$2K	Hold	20	–	–	﹤0.01%	781
2019 Q3	$3K	Hold	20	–	–	﹤0.01%	657
2019 Q2	$2K	Hold	20	–	–	﹤0.01%	764
2019 Q1	$2K	Hold	20	–	–	﹤0.01%	754
2018 Q4	$2K	Hold	20	–	–	﹤0.01%	726
2018 Q3	$2K	Hold	20	–	–	﹤0.01%	772
2018 Q2	$2K	Sell	20 -10	-33%	-$1.22K	﹤0.01%	754
2018 Q1	$3K	Buy	+30	New	+$3.18K	﹤0.01%	694

Other funds holding PFPT

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

NICM

Neo Ivy Capital Management New York $379M AUM 28.34% 1-Year Est. Return

Institutional & Family Asset Management's PFPT Position: Q3 2021 in Review

Institutional & Family Asset Management sold out of Proofpoint, Inc. (PFPT) in Q3 2021, closing a stake of 500 shares — an estimated $87K sold.

Institutional & Family Asset Management first reported a position in PFPT in Q1 2018 and held it in 14 quarters. The position peaked at $87K in Q2 2021. 2 funds tracked by Wall St. Rank hold PFPT as of Q3 2021.

Institutional & Family Asset Management reported no remaining Proofpoint, Inc. position as of Q3 2021 after selling out during the quarter.
Institutional & Family Asset Management sold 500 Proofpoint, Inc. shares in Q3 2021, an estimated $87K.
Institutional & Family Asset Management first reported a position in Proofpoint, Inc. in Q1 2018 and held it in 14 quarters.
Institutional & Family Asset Management's Proofpoint, Inc. position peaked at $87K in Q2 2021.
2 funds tracked by Wall St. Rank held Proofpoint, Inc. as of Q3 2021.

Based on Institutional & Family Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.