VFA
PFPT

Valeo Financial Advisors’s Proofpoint, Inc. PFPT Stock Holding History

Valeo Financial Advisors’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
-22
Closed -$3K – 2080
2021
Q1 		$3K Hold
22
– – ﹤0.01% 1757
2020
Q4 		$3K Hold
22
– – ﹤0.01% 1489
2020
Q3 		$2K Hold
22
– – ﹤0.01% 1451
2020
Q2 		$2K Hold
22
– – ﹤0.01% 1828
2020
Q1 		$3K Hold
22
– – ﹤0.01% 1468
2019
Q4 		$3K Hold
22
– – ﹤0.01% 1429
2019
Q3 		$3K Hold
22
– – ﹤0.01% 1348
2019
Q2 		$3K Buy
+22
New +$2.59K ﹤0.01% 1364

Other funds holding PFPT

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B 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 $416B AUM 33.63% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Valeo Financial Advisors's PFPT Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Proofpoint, Inc. (PFPT) in Q2 2021, closing a stake of 22 shares — an estimated $3K sold.

Valeo Financial Advisors first reported a position in PFPT in Q2 2019 and held it in 8 quarters. The position peaked at $3K in Q1 2021. 364 funds tracked by Wall St. Rank hold PFPT as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Proofpoint, Inc. position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 22 Proofpoint, Inc. shares in Q2 2021, an estimated $3K.
  • Valeo Financial Advisors first reported a position in Proofpoint, Inc. in Q2 2019 and held it in 8 quarters.
  • Valeo Financial Advisors's Proofpoint, Inc. position peaked at $3K in Q1 2021.
  • 364 funds tracked by Wall St. Rank held Proofpoint, Inc. as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.