Seven Post Investment Office’s Proofpoint, Inc. PFPT Stock Holding History

Seven Post Investment Office’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	-18,551	Closed	-$3.22M	–	54
2021 Q2	$3.22M	Hold	18,551	–	–	0.97%	14
2021 Q1	$2.33M	Hold	18,551	–	–	0.82%	13
2020 Q4	$2.53M	Hold	18,551	–	–	1.03%	13
2020 Q3	$1.96M	Hold	18,551	–	–	0.77%	17
2020 Q2	$2.06M	Hold	18,551	–	–	0.87%	17
2020 Q1	$1.9M	Hold	18,551	–	–	1%	14
2019 Q4	$2.13M	Sell	18,551 -25,840	-58%	-$3.08M	1.54%	9
2019 Q3	$5.73M	Hold	44,391	–	–	4.1%	6
2019 Q2	$5.34M	Hold	44,391	–	–	3.62%	6
2019 Q1	$5.39M	Sell	44,391 -34,302	-44%	-$3.76M	3.81%	5
2018 Q4	$6.59M	Buy	+78,693	New	+$7.28M	5.13%	5

Other funds holding PFPT

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

Seven Post Investment Office's PFPT Position: Q3 2021 in Review

Seven Post Investment Office sold out of Proofpoint, Inc. (PFPT) in Q3 2021, closing a stake of 18,551 shares — an estimated $3.22M sold.

Seven Post Investment Office first reported a position in PFPT in Q4 2018 and held it in 11 quarters. The position peaked at $6.59M in Q4 2018. 2 funds tracked by Wall St. Rank hold PFPT as of Q3 2021.

Seven Post Investment Office reported no remaining Proofpoint, Inc. position as of Q3 2021 after selling out during the quarter.
Seven Post Investment Office sold 18,551 Proofpoint, Inc. shares in Q3 2021, an estimated $3.22M.
Seven Post Investment Office first reported a position in Proofpoint, Inc. in Q4 2018 and held it in 11 quarters.
Seven Post Investment Office's Proofpoint, Inc. position peaked at $6.59M in Q4 2018.
2 funds tracked by Wall St. Rank held Proofpoint, Inc. as of Q3 2021.

Based on Seven Post Investment Office's 13F filing for Q3 2021, filed 9 Nov 2021.