Key Financial Inc’s Proofpoint, Inc. PFPT Stock Holding History

Key Financial Inc’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	-39	Closed	-$7K	–	960
2021 Q2	$7K	Hold	39	–	–	﹤0.01%	652
2021 Q1	$5K	Hold	39	–	–	﹤0.01%	610
2020 Q4	$5K	Buy	+39	New	+$4.28K	﹤0.01%	572
2020 Q2	–	Sell	-39	Closed	-$4K	–	710
2020 Q1	$4K	Buy	+39	New	+$4.55K	﹤0.01%	545

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

Key Financial Inc's PFPT Position: Q3 2021 in Review

Key Financial Inc sold out of Proofpoint, Inc. (PFPT) in Q3 2021, closing a stake of 39 shares — an estimated $7K sold.

Key Financial Inc first reported a position in PFPT in Q1 2020 and held it in 4 quarters. The position peaked at $7K in Q2 2021. 2 funds tracked by Wall St. Rank hold PFPT as of Q3 2021.

Key Financial Inc reported no remaining Proofpoint, Inc. position as of Q3 2021 after selling out during the quarter.
Key Financial Inc sold 39 Proofpoint, Inc. shares in Q3 2021, an estimated $7K.
Key Financial Inc first reported a position in Proofpoint, Inc. in Q1 2020 and held it in 4 quarters.
Key Financial Inc's Proofpoint, Inc. position peaked at $7K in Q2 2021.
2 funds tracked by Wall St. Rank held Proofpoint, Inc. as of Q3 2021.

Based on Key Financial Inc's 13F filing for Q3 2021, filed 1 Nov 2021.