Optimum Investment Advisors’s Proofpoint, Inc. PFPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,000
| Closed | -$348K | – | 944 |
|
|
2021
Q2 | $348K | Hold |
2,000
| – | – | 0.11% | 185 |
|
|
2021
Q1 | $252K | Hold |
2,000
| – | – | 0.07% | 226 |
|
|
2020
Q4 | $273K | Hold |
2,000
| – | – | 0.08% | 206 |
|
|
2020
Q3 | $211K | Hold |
2,000
| – | – | 0.07% | 227 |
|
|
2020
Q2 | $222K | Hold |
2,000
| – | – | 0.08% | 223 |
|
|
2020
Q1 | $205K | Hold |
2,000
| – | – | 0.08% | 212 |
|
|
2019
Q4 | $230K | Hold |
2,000
| – | – | 0.07% | 252 |
|
|
2019
Q3 | $258K | Hold |
2,000
| – | – | 0.08% | 232 |
|
|
2019
Q2 | $241K | Hold |
2,000
| – | – | 0.08% | 245 |
|
|
2019
Q1 | $243K | Hold |
2,000
| – | – | 0.08% | 246 |
|
|
2018
Q4 | $168K | Hold |
2,000
| – | – | 0.06% | 284 |
|
|
2018
Q3 | $213K | Hold |
2,000
| – | – | 0.06% | 295 |
|
|
2018
Q2 | $231K | Hold |
2,000
| – | – | 0.07% | 275 |
|
|
2018
Q1 | $227K | Buy |
+2,000
| New | +$212K | 0.07% | 264 |
|
|
2017
Q3 | – | Sell |
-2,750
| Closed | -$239K | – | 310 |
|
|
2017
Q2 | $239K | Hold |
2,750
| – | – | 0.08% | 252 |
|
|
2017
Q1 | $204K | Buy |
+2,750
| New | +$219K | 0.07% | 271 |
|
|
2015
Q1 | $89K | Hold |
1,500
| – | – | 0.03% | 399 |
|
|
2014
Q4 | $72K | Hold |
1,500
| – | – | 0.02% | 427 |
|
|
2014
Q3 | $56K | Hold |
1,500
| – | – | 0.02% | 459 |
|
|
2014
Q2 | $56K | Hold |
1,500
| – | – | 0.02% | 465 |
|
|
2014
Q1 | $56K | Hold |
1,500
| – | – | 0.02% | 383 |
|
|
2013
Q4 | $50K | Hold |
1,500
| – | – | 0.02% | 395 |
|
|
2013
Q3 | $48K | Buy |
+1,500
| New | +$42.2K | 0.02% | 378 |
|
Other funds holding PFPT
Optimum Investment Advisors's PFPT Position: Q3 2021 in Review
Optimum Investment Advisors sold out of Proofpoint, Inc. (PFPT) in Q3 2021, closing a stake of 2,000 shares — an estimated $348K sold.
Optimum Investment Advisors first reported a position in PFPT in Q3 2013 and held it in 23 quarters. The position peaked at $348K in Q2 2021. 2 funds tracked by Wall St. Rank hold PFPT as of Q3 2021.
- Optimum Investment Advisors reported no remaining Proofpoint, Inc. position as of Q3 2021 after selling out during the quarter.
- Optimum Investment Advisors sold 2,000 Proofpoint, Inc. shares in Q3 2021, an estimated $348K.
- Optimum Investment Advisors first reported a position in Proofpoint, Inc. in Q3 2013 and held it in 23 quarters.
- Optimum Investment Advisors's Proofpoint, Inc. position peaked at $348K in Q2 2021.
- 2 funds tracked by Wall St. Rank held Proofpoint, Inc. as of Q3 2021.
Based on Optimum Investment Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.