WAM
PFPT

Wealthspire Advisors (Maryland)’s Proofpoint, Inc. PFPT Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-37
Closed -$4K – 2332
2019
Q1 		$4K Sell
37
-8
-18% -$878 ﹤0.01% 1951
2018
Q4 		$4K Buy
45
+33
+275% +$3.06K ﹤0.01% 1883
2018
Q3 		$1K Buy
12
+7
+140% +$814 ﹤0.01% 2354
2018
Q2 		$1K Buy
+5
New +$607 ﹤0.01% 2392

Other funds holding PFPT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PFPT Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Proofpoint, Inc. (PFPT) in Q2 2019, closing a stake of 37 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in PFPT in Q2 2018 and held it in 4 quarters. The position peaked at $4K in Q1 2019. 324 funds tracked by Wall St. Rank hold PFPT as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Proofpoint, Inc. position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 37 Proofpoint, Inc. shares in Q2 2019, an estimated $4K.
  • Wealthspire Advisors (Maryland) first reported a position in Proofpoint, Inc. in Q2 2018 and held it in 4 quarters.
  • Wealthspire Advisors (Maryland)'s Proofpoint, Inc. position peaked at $4K in Q1 2019.
  • 324 funds tracked by Wall St. Rank held Proofpoint, Inc. as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.