Loring Wolcott & Coolidge Fiduciary Advisors’s Proofpoint, Inc. PFPT Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	-13	Closed	-$2K	–	969
2021 Q2	$2K	Buy	+13	New	+$2.11K	﹤0.01%	918
2021 Q1	–	Sell	-13	Closed	-$2K	–	768
2020 Q4	$2K	Hold	13	–	–	﹤0.01%	756
2020 Q3	$1K	Hold	13	–	–	﹤0.01%	584
2020 Q2	$1K	Hold	13	–	–	﹤0.01%	580
2020 Q1	$1K	Hold	13	–	–	﹤0.01%	641
2019 Q4	$1K	Hold	13	–	–	﹤0.01%	669
2019 Q3	$2K	Hold	13	–	–	﹤0.01%	655
2019 Q2	$2K	Hold	13	–	–	﹤0.01%	676
2019 Q1	$2K	Hold	13	–	–	﹤0.01%	661
2018 Q4	$1K	Hold	13	–	–	﹤0.01%	688
2018 Q3	$1K	Hold	13	–	–	﹤0.01%	647
2018 Q2	$1K	Hold	13	–	–	﹤0.01%	662
2018 Q1	$1K	Hold	13	–	–	﹤0.01%	714
2017 Q4	$1K	Hold	13	–	–	﹤0.01%	728
2017 Q3	$1K	Buy	+13	New	+$1.16K	﹤0.01%	762

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

Loring Wolcott & Coolidge Fiduciary Advisors's PFPT Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Proofpoint, Inc. (PFPT) in Q3 2021, closing a stake of 13 shares — an estimated $2K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PFPT in Q3 2017 and held it in 15 quarters. The position peaked at $2K in Q2 2021. 2 funds tracked by Wall St. Rank hold PFPT as of Q3 2021.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Proofpoint, Inc. position as of Q3 2021 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 13 Proofpoint, Inc. shares in Q3 2021, an estimated $2K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Proofpoint, Inc. in Q3 2017 and held it in 15 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Proofpoint, Inc. position peaked at $2K in Q2 2021.
2 funds tracked by Wall St. Rank held Proofpoint, Inc. as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.