SIAP
PFPT

Sterling Investment Advisors (Pennsylvania)’s Proofpoint, Inc. PFPT Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
-300
Closed -$52K – 620
2021
Q2 		$52K Hold
300
– – 0.02% 250
2021
Q1 		$38K Hold
300
– – 0.01% 262
2020
Q4 		$41K Hold
300
– – 0.01% 241
2020
Q3 		$32K Hold
300
– – 0.01% 253
2020
Q2 		$33K Hold
300
– – 0.01% 255
2020
Q1 		$30K Hold
300
– – 0.02% 236
2019
Q4 		$34K Hold
300
– – 0.02% 249
2019
Q3 		$39K Hold
300
– – 0.02% 232
2019
Q2 		$36K Sell
300
-200
-40% -$23.6K 0.02% 241
2019
Q1 		$61K Hold
500
– – 0.03% 192
2018
Q4 		$41K Hold
500
– – 0.02% 216
2018
Q3 		$53K Buy
+500
New +$58.2K 0.03% 215

Other funds holding PFPT

Simplex Trading
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

Sterling Investment Advisors (Pennsylvania)'s PFPT Position: Q3 2021 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Proofpoint, Inc. (PFPT) in Q3 2021, closing a stake of 300 shares — an estimated $52K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in PFPT in Q3 2018 and held it in 12 quarters. The position peaked at $61K in Q1 2019. 2 funds tracked by Wall St. Rank hold PFPT as of Q3 2021.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Proofpoint, Inc. position as of Q3 2021 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 300 Proofpoint, Inc. shares in Q3 2021, an estimated $52K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Proofpoint, Inc. in Q3 2018 and held it in 12 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Proofpoint, Inc. position peaked at $61K in Q1 2019.
  • 2 funds tracked by Wall St. Rank held Proofpoint, Inc. as of Q3 2021.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2021, filed 9 Nov 2021.