MBM Wealth Consultants’s Proofpoint, Inc. PFPT Stock Holding History

MBM Wealth Consultants’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	-1,247	Closed	-$217K	–	301
2021 Q2	$217K	Sell	1,247 -183	-13%	-$29.7K	0.1%	93
2021 Q1	$180K	Buy	1,430 +50	+4%	+$6.51K	0.09%	95
2020 Q4	$189K	Buy	1,380 +175	+15%	+$19.2K	0.1%	87
2020 Q3	$128K	Buy	+1,205	New	+$134K	0.08%	89

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

MBM Wealth Consultants's PFPT Position: Q3 2021 in Review

MBM Wealth Consultants sold out of Proofpoint, Inc. (PFPT) in Q3 2021, closing a stake of 1,247 shares — an estimated $217K sold.

MBM Wealth Consultants first reported a position in PFPT in Q3 2020 and held it in 4 quarters. The position peaked at $217K in Q2 2021. 2 funds tracked by Wall St. Rank hold PFPT as of Q3 2021.

MBM Wealth Consultants reported no remaining Proofpoint, Inc. position as of Q3 2021 after selling out during the quarter.
MBM Wealth Consultants sold 1,247 Proofpoint, Inc. shares in Q3 2021, an estimated $217K.
MBM Wealth Consultants first reported a position in Proofpoint, Inc. in Q3 2020 and held it in 4 quarters.
MBM Wealth Consultants's Proofpoint, Inc. position peaked at $217K in Q2 2021.
2 funds tracked by Wall St. Rank held Proofpoint, Inc. as of Q3 2021.

Based on MBM Wealth Consultants's 13F filing for Q3 2021, filed 16 Nov 2021.