PFGIA
PFPT

Patriot Financial Group Insurance Agency’s Proofpoint, Inc. PFPT Stock Holding History

Patriot Financial Group Insurance Agency’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
-15
Closed -$3K – 2285
2021
Q2 		$3K Sell
15
-29
-66% -$4.71K ﹤0.01% 1832
2021
Q1 		$6K Hold
44
– – ﹤0.01% 1525
2020
Q4 		$6K Hold
44
– – ﹤0.01% 1405
2020
Q3 		$5K Buy
44
+3
+7% +$334 ﹤0.01% 1260
2020
Q2 		$5K Buy
41
+3
+8% +$343 ﹤0.01% 1205
2020
Q1 		$4K Buy
38
+23
+153% +$2.68K ﹤0.01% 1168
2019
Q4 		$2K Hold
15
– – ﹤0.01% 1156
2019
Q3 		$2K Hold
15
– – ﹤0.01% 1134
2019
Q2 		$2K Hold
15
– – ﹤0.01% 1165
2019
Q1 		$2K Hold
15
– – ﹤0.01% 1060
2018
Q4 		$1K Buy
+15
New +$1.39K ﹤0.01% 958
2018
Q2 		– Sell
-17
Closed -$2K – 950
2018
Q1 		$2K Hold
17
– – ﹤0.01% 890
2017
Q4 		$2K Hold
17
– – ﹤0.01% 877
2017
Q3 		$2K Hold
17
– – ﹤0.01% 853
2017
Q2 		$1K Buy
+17
New +$1.4K ﹤0.01% 907

Other funds holding PFPT

Simplex Trading
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

Patriot Financial Group Insurance Agency's PFPT Position: Q3 2021 in Review

Patriot Financial Group Insurance Agency sold out of Proofpoint, Inc. (PFPT) in Q3 2021, closing a stake of 15 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in PFPT in Q2 2017 and held it in 15 quarters. The position peaked at $6K in Q1 2021. 2 funds tracked by Wall St. Rank hold PFPT as of Q3 2021.

  • Patriot Financial Group Insurance Agency reported no remaining Proofpoint, Inc. position as of Q3 2021 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 15 Proofpoint, Inc. shares in Q3 2021, an estimated $3K.
  • Patriot Financial Group Insurance Agency first reported a position in Proofpoint, Inc. in Q2 2017 and held it in 15 quarters.
  • Patriot Financial Group Insurance Agency's Proofpoint, Inc. position peaked at $6K in Q1 2021.
  • 2 funds tracked by Wall St. Rank held Proofpoint, Inc. as of Q3 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2021, filed 24 Nov 2021.