Phoenix Financial’s Proofpoint, Inc. PFPT Stock Holding History

Phoenix Financial’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 Q1	–	Sell	-2,227	Closed	-$302K	–	501
2020 Q4	$302K	Buy	+2,227	New	+$244K	0.01%	296

Other funds holding PFPT

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

SCM

Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Phoenix Financial's PFPT Position: Q1 2021 in Review

Phoenix Financial sold out of Proofpoint, Inc. (PFPT) in Q1 2021, closing a stake of 2,227 shares — an estimated $302K sold.

Phoenix Financial first reported a position in PFPT in Q4 2020 and held it in 1 quarter. The position peaked at $302K in Q4 2020. 327 funds tracked by Wall St. Rank hold PFPT as of Q1 2021.

Phoenix Financial reported no remaining Proofpoint, Inc. position as of Q1 2021 after selling out during the quarter.
Phoenix Financial sold 2,227 Proofpoint, Inc. shares in Q1 2021, an estimated $302K.
Phoenix Financial first reported a position in Proofpoint, Inc. in Q4 2020 and held it in 1 quarter.
Phoenix Financial's Proofpoint, Inc. position peaked at $302K in Q4 2020.
327 funds tracked by Wall St. Rank held Proofpoint, Inc. as of Q1 2021.

Based on Phoenix Financial's 13F filing for Q1 2021, filed 10 May 2021.