SkyOak Wealth’s Proofpoint, Inc. PFPT Stock Holding History

SkyOak Wealth’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	-7,923	Closed	-$1.38M	–	260
2021 Q2	$1.38M	Sell	7,923 -447	-5%	-$72.5K	0.37%	70
2021 Q1	$1.44M	Sell	8,370 -18,688	-69%	-$2.44M	0.4%	66
2020 Q4	$3.69M	Sell	27,058 -200	-0.7%	-$21.9K	1.15%	22
2020 Q3	$2.88M	Buy	+27,258	New	+$3.04M	1.03%	26

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

SkyOak Wealth's PFPT Position: Q3 2021 in Review

SkyOak Wealth sold out of Proofpoint, Inc. (PFPT) in Q3 2021, closing a stake of 7,923 shares — an estimated $1.38M sold.

SkyOak Wealth first reported a position in PFPT in Q3 2020 and held it in 4 quarters. The position peaked at $3.69M in Q4 2020. 2 funds tracked by Wall St. Rank hold PFPT as of Q3 2021.

SkyOak Wealth reported no remaining Proofpoint, Inc. position as of Q3 2021 after selling out during the quarter.
SkyOak Wealth sold 7,923 Proofpoint, Inc. shares in Q3 2021, an estimated $1.38M.
SkyOak Wealth first reported a position in Proofpoint, Inc. in Q3 2020 and held it in 4 quarters.
SkyOak Wealth's Proofpoint, Inc. position peaked at $3.69M in Q4 2020.
2 funds tracked by Wall St. Rank held Proofpoint, Inc. as of Q3 2021.

Based on SkyOak Wealth's 13F filing for Q3 2021, filed 21 Oct 2021.