Spire Wealth Management’s Proofpoint, Inc. PFPT Stock Holding History

Spire Wealth 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
2021 Q3	–	Sell	-40	Closed	-$7K	–	2689
2021 Q2	$7K	Hold	40	–	–	﹤0.01%	2257
2021 Q1	$5K	Buy	+40	New	+$5.21K	﹤0.01%	2665

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

Spire Wealth Management's PFPT Position: Q3 2021 in Review

Spire Wealth Management sold out of Proofpoint, Inc. (PFPT) in Q3 2021, closing a stake of 40 shares — an estimated $7K sold.

Spire Wealth Management first reported a position in PFPT in Q1 2021 and held it in 2 quarters. The position peaked at $7K in Q2 2021. 2 funds tracked by Wall St. Rank hold PFPT as of Q3 2021.

Spire Wealth Management reported no remaining Proofpoint, Inc. position as of Q3 2021 after selling out during the quarter.
Spire Wealth Management sold 40 Proofpoint, Inc. shares in Q3 2021, an estimated $7K.
Spire Wealth Management first reported a position in Proofpoint, Inc. in Q1 2021 and held it in 2 quarters.
Spire Wealth Management's Proofpoint, Inc. position peaked at $7K in Q2 2021.
2 funds tracked by Wall St. Rank held Proofpoint, Inc. as of Q3 2021.

Based on Spire Wealth Management's 13F filing for Q3 2021, filed 22 Oct 2021.