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 – 3149
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 $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Sowell Financial Services's PFPT Position: Q2 2021 in Review

Sowell Financial Services sold out of Proofpoint, Inc. (PFPT) in Q2 2021, closing a stake of 796 shares — an estimated $137K sold.

Sowell Financial Services first reported a position in PFPT in Q3 2019 and held it in 7 quarters. The position peaked at $166K in Q4 2020. 364 funds tracked by Wall St. Rank hold PFPT as of Q2 2021.

  • Sowell Financial Services reported no remaining Proofpoint, Inc. position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 796 Proofpoint, Inc. shares in Q2 2021, an estimated $137K.
  • Sowell Financial Services first reported a position in Proofpoint, Inc. in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Proofpoint, Inc. position peaked at $166K in Q4 2020.
  • 364 funds tracked by Wall St. Rank held Proofpoint, Inc. as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.