RA
PFPT

Rational Advisors’s Proofpoint, Inc. PFPT Stock Holding History

Rational Advisors’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
Q4 		– Sell
-30
Closed -$3K – 638
2020
Q3 		$3K Buy
+30
New +$3.34K ﹤0.01% 452
2020
Q1 		– Sell
-6,470
Closed -$743K – 552
2019
Q4 		$743K Sell
6,470
-100
-2% -$11.9K 0.35% 79
2019
Q3 		$848K Buy
+6,570
New +$804K 0.33% 97

Other funds holding PFPT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Rational Advisors's PFPT Position: Q4 2020 in Review

Rational Advisors sold out of Proofpoint, Inc. (PFPT) in Q4 2020, closing a stake of 30 shares — an estimated $3K sold.

Rational Advisors first reported a position in PFPT in Q3 2019 and held it in 3 quarters. The position peaked at $848K in Q3 2019. 341 funds tracked by Wall St. Rank hold PFPT as of Q4 2020.

  • Rational Advisors reported no remaining Proofpoint, Inc. position as of Q4 2020 after selling out during the quarter.
  • Rational Advisors sold 30 Proofpoint, Inc. shares in Q4 2020, an estimated $3K.
  • Rational Advisors first reported a position in Proofpoint, Inc. in Q3 2019 and held it in 3 quarters.
  • Rational Advisors's Proofpoint, Inc. position peaked at $848K in Q3 2019.
  • 341 funds tracked by Wall St. Rank held Proofpoint, Inc. as of Q4 2020.

Based on Rational Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.