SIM
PFPT

Sonora Investment Management’s Proofpoint, Inc. PFPT Stock Holding History

Sonora Investment Management’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
Q2 		– Sell
-40
Closed -$4K – 1914
2020
Q1 		$4K Hold
40
– – ﹤0.01% 1361
2019
Q4 		$5K Buy
+40
New +$4.77K ﹤0.01% 1426

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

Sonora Investment Management's PFPT Position: Q2 2020 in Review

Sonora Investment Management sold out of Proofpoint, Inc. (PFPT) in Q2 2020, closing a stake of 40 shares — an estimated $4K sold.

Sonora Investment Management first reported a position in PFPT in Q4 2019 and held it in 2 quarters. The position peaked at $5K in Q4 2019. 323 funds tracked by Wall St. Rank hold PFPT as of Q2 2020.

  • Sonora Investment Management reported no remaining Proofpoint, Inc. position as of Q2 2020 after selling out during the quarter.
  • Sonora Investment Management sold 40 Proofpoint, Inc. shares in Q2 2020, an estimated $4K.
  • Sonora Investment Management first reported a position in Proofpoint, Inc. in Q4 2019 and held it in 2 quarters.
  • Sonora Investment Management's Proofpoint, Inc. position peaked at $5K in Q4 2019.
  • 323 funds tracked by Wall St. Rank held Proofpoint, Inc. as of Q2 2020.

Based on Sonora Investment Management's 13F filing for Q2 2020, filed 13 Aug 2020.