JMPWA
PFPT

JP Morgan Private Wealth Advisors’s Proofpoint, Inc. PFPT Stock Holding History

JP Morgan Private Wealth Advisors’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
-4,313
Closed -$749K – 2011
2021
Q2 		$749K Sell
4,313
-8,324
-66% -$1.35M ﹤0.01% 1328
2021
Q1 		$1.59M Sell
12,637
-9,639
-43% -$1.26M 0.01% 849
2020
Q4 		$3.04M Buy
22,276
+14,965
+205% +$1.64M 0.01% 611
2020
Q3 		$772K Buy
7,311
+2,443
+50% +$272K ﹤0.01% 990
2020
Q2 		$541K Buy
4,868
+2,150
+79% +$246K ﹤0.01% 1057
2020
Q1 		$279K Buy
+2,718
New +$317K ﹤0.01% 1161
2019
Q4 		– Sell
-36,431
Closed -$4.7M – 1522
2019
Q3 		$4.7M Buy
36,431
+817
+2% +$100K 0.02% 413
2019
Q2 		$4.28M Sell
35,614
-365
-1% -$43K 0.02% 419
2019
Q1 		$4.37M Buy
35,979
+355
+1% +$38.9K 0.02% 429
2018
Q4 		$2.99M Buy
35,624
+110
+0.3% +$10.2K 0.02% 480
2018
Q3 		$3.78M Buy
+35,514
New +$4.13M 0.02% 486

Other funds holding PFPT

Simplex Trading
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

JP Morgan Private Wealth Advisors's PFPT Position: Q3 2021 in Review

JP Morgan Private Wealth Advisors sold out of Proofpoint, Inc. (PFPT) in Q3 2021, closing a stake of 4,313 shares — an estimated $749K sold.

JP Morgan Private Wealth Advisors first reported a position in PFPT in Q3 2018 and held it in 11 quarters. The position peaked at $4.7M in Q3 2019. 2 funds tracked by Wall St. Rank hold PFPT as of Q3 2021.

  • JP Morgan Private Wealth Advisors reported no remaining Proofpoint, Inc. position as of Q3 2021 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 4,313 Proofpoint, Inc. shares in Q3 2021, an estimated $749K.
  • JP Morgan Private Wealth Advisors first reported a position in Proofpoint, Inc. in Q3 2018 and held it in 11 quarters.
  • JP Morgan Private Wealth Advisors's Proofpoint, Inc. position peaked at $4.7M in Q3 2019.
  • 2 funds tracked by Wall St. Rank held Proofpoint, Inc. as of Q3 2021.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.