SFS
PFPT

Sowell Financial Services’s Proofpoint, Inc. PFPT Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-796
Closed -$137K – 3155
2021
Q1 		$137K Sell
796
-420
-35% -$54.7K ﹤0.01% 1231
2020
Q4 		$166K Buy
1,216
+117
+11% +$12.8K 0.01% 928
2020
Q3 		$116K Buy
1,099
+375
+52% +$41.8K 0.01% 924
2020
Q2 		$80K Buy
724
+52
+8% +$5.94K ﹤0.01% 1032
2020
Q1 		$69K Buy
672
+224
+50% +$26.1K 0.01% 948
2019
Q4 		$51K Sell
448
-10
-2% -$1.19K ﹤0.01% 1147
2019
Q3 		$59K Buy
+458
New +$56K ﹤0.01% 958

Other funds holding PFPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $7.94B AUM 55.6% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $14.1B AUM 58.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.37B AUM 63.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return