OPS
PFPT

Orion Portfolio Solutions’s Proofpoint, Inc. PFPT Stock Holding History

Orion Portfolio Solutions’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
Q3 		– Sell
-3
Closed – – 2305
2020
Q2 		$0 Sell
3
-10
-77% -$1.14K ﹤0.01% 2562
2020
Q1 		$1K Hold
13
– – ﹤0.01% 1852
2019
Q4 		$1K Buy
+13
New +$1.55K ﹤0.01% 1775

Other funds holding PFPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Orion Portfolio Solutions's PFPT Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Proofpoint, Inc. (PFPT) in Q3 2020, closing a stake of 3 shares.

Orion Portfolio Solutions first reported a position in PFPT in Q4 2019 and held it in 3 quarters. The position peaked at $1K in Q1 2020. 344 funds tracked by Wall St. Rank hold PFPT as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Proofpoint, Inc. position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 3 Proofpoint, Inc. shares in Q3 2020.
  • Orion Portfolio Solutions first reported a position in Proofpoint, Inc. in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's Proofpoint, Inc. position peaked at $1K in Q1 2020.
  • 344 funds tracked by Wall St. Rank held Proofpoint, Inc. as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.