Wealthcare Advisory Partners’s Proofpoint, Inc. PFPT Stock Holding History

Wealthcare Advisory Partners’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	-115	Closed	-$14K	–	2093
2021 Q1	$14K	Buy	+115	New	+$15K	﹤0.01%	1358
2020 Q2	–	Sell	-131	Closed	-$13K	–	1497
2020 Q1	$13K	Hold	131	–	–	﹤0.01%	861
2019 Q4	$15K	Hold	131	–	–	﹤0.01%	850
2019 Q3	$17K	Sell	131 -100	-43%	-$12.2K	﹤0.01%	799
2019 Q2	$28K	Hold	231	–	–	﹤0.01%	645
2019 Q1	$28K	Hold	231	–	–	﹤0.01%	584
2018 Q4	$19K	Hold	231	–	–	﹤0.01%	647
2018 Q3	$25K	Buy	231 +100	+76%	+$11.6K	﹤0.01%	623
2018 Q2	$15K	Buy	131 +96	+274%	+$11.7K	﹤0.01%	744
2018 Q1	$4K	Buy	35 +32	+1,067%	+$3.4K	﹤0.01%	890
2017 Q4	$0	Buy	+3	New	+$272	﹤0.01%	1214

Other funds holding PFPT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wealthcare Advisory Partners's PFPT Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Proofpoint, Inc. (PFPT) in Q2 2021, closing a stake of 115 shares — an estimated $14K sold.

Wealthcare Advisory Partners first reported a position in PFPT in Q4 2017 and held it in 11 quarters. The position peaked at $28K in Q2 2019. 364 funds tracked by Wall St. Rank hold PFPT as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Proofpoint, Inc. position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 115 Proofpoint, Inc. shares in Q2 2021, an estimated $14K.
Wealthcare Advisory Partners first reported a position in Proofpoint, Inc. in Q4 2017 and held it in 11 quarters.
Wealthcare Advisory Partners's Proofpoint, Inc. position peaked at $28K in Q2 2019.
364 funds tracked by Wall St. Rank held Proofpoint, Inc. as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.