Lenox Wealth Advisors’s Proofpoint, Inc. PFPT Stock Holding History

Lenox 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
2020 Q2	–	Sell	-79	Closed	-$8K	–	836
2020 Q1	$8K	Buy	+79	New	+$9.21K	﹤0.01%	373

Other funds holding PFPT

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

Lenox Wealth Advisors's PFPT Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of Proofpoint, Inc. (PFPT) in Q2 2020, closing a stake of 79 shares — an estimated $8K sold.

Lenox Wealth Advisors first reported a position in PFPT in Q1 2020 and held it in 1 quarter. The position peaked at $8K in Q1 2020. 323 funds tracked by Wall St. Rank hold PFPT as of Q2 2020.

Lenox Wealth Advisors reported no remaining Proofpoint, Inc. position as of Q2 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 79 Proofpoint, Inc. shares in Q2 2020, an estimated $8K.
Lenox Wealth Advisors first reported a position in Proofpoint, Inc. in Q1 2020 and held it in 1 quarter.
Lenox Wealth Advisors's Proofpoint, Inc. position peaked at $8K in Q1 2020.
323 funds tracked by Wall St. Rank held Proofpoint, Inc. as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.