Next Financial Group’s Proofpoint, Inc. PFPT Stock Holding History

Next Financial Group’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	-571	Closed	-$99K	–	2859
2021 Q2	$99K	Buy	571 +16	+3%	+$2.6K	0.01%	1123
2021 Q1	$70K	Sell	555 -64	-10%	-$8.34K	0.01%	1154
2020 Q4	$84K	Buy	619 +35	+6%	+$3.84K	0.01%	1014
2020 Q3	$62K	Buy	+584	New	+$65.1K	0.01%	1033
2020 Q2	–	Sell	-57	Closed	-$6K	–	2088
2020 Q1	$6K	Buy	+57	New	+$6.65K	﹤0.01%	1682
2014 Q4	–	Sell	-150	Closed	-$6K	–	2455
2014 Q3	$6K	Buy	+150	New	+$5.6K	﹤0.01%	2002

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

Next Financial Group's PFPT Position: Q3 2021 in Review

Next Financial Group sold out of Proofpoint, Inc. (PFPT) in Q3 2021, closing a stake of 571 shares — an estimated $99K sold.

Next Financial Group first reported a position in PFPT in Q3 2014 and held it in 6 quarters. The position peaked at $99K in Q2 2021. 2 funds tracked by Wall St. Rank hold PFPT as of Q3 2021.

Next Financial Group reported no remaining Proofpoint, Inc. position as of Q3 2021 after selling out during the quarter.
Next Financial Group sold 571 Proofpoint, Inc. shares in Q3 2021, an estimated $99K.
Next Financial Group first reported a position in Proofpoint, Inc. in Q3 2014 and held it in 6 quarters.
Next Financial Group's Proofpoint, Inc. position peaked at $99K in Q2 2021.
2 funds tracked by Wall St. Rank held Proofpoint, Inc. as of Q3 2021.

Based on Next Financial Group's 13F filing for Q3 2021, filed 15 Oct 2021.