Advisor Group’s Piper Sandler PIPR Stock Holding History

Advisor Group’s Portfolio PIPR Stock Details PIPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$12K	Buy	636 +352	+124%	+$6.82K	﹤0.01%	4250
2019 Q3	$5K	Sell	284 -204	-42%	-$3.8K	﹤0.01%	4678
2019 Q2	$8K	Sell	488 -396	-45%	-$7.48K	﹤0.01%	4486
2019 Q1	$15K	Hold	884	–	–	﹤0.01%	4147
2018 Q4	$14K	Buy	884 +116	+15%	+$2.02K	﹤0.01%	4031
2018 Q3	$14K	Buy	768 +428	+126%	+$8.22K	﹤0.01%	4092
2018 Q2	$6K	Sell	340 -56	-14%	-$1.1K	﹤0.01%	4313
2018 Q1	$8K	Hold	396	–	–	﹤0.01%	4215
2017 Q4	$8K	Buy	396 +48	+14%	+$865	﹤0.01%	4217
2017 Q3	$5K	Sell	348 -32	-8%	-$472	﹤0.01%	4281
2017 Q2	$5K	Buy	380 +56	+17%	+$845	﹤0.01%	4245
2017 Q1	$5K	Buy	324 +20	+7%	+$354	﹤0.01%	4117
2016 Q4	$5K	Sell	304 -436	-59%	-$6.88K	﹤0.01%	3943
2016 Q3	$9K	Buy	740 +424	+134%	+$4.62K	﹤0.01%	3626
2016 Q2	$2K	Buy	+316	New	+$3.35K	﹤0.01%	4115

Other funds holding PIPR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Advisor Group's PIPR Position: Q4 2019 in Review

Advisor Group increased its Piper Sandler (PIPR) stake by 124% in Q4 2019, buying an estimated $6.82K and bringing the position to 636 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #4250.

Advisor Group first reported a position in PIPR in Q2 2016 and has held it in 15 quarters since. The position peaked at $15K in Q1 2019. 201 funds tracked by Wall St. Rank hold PIPR as of Q4 2019.

Advisor Group held 636 shares of Piper Sandler worth $12K as of Q4 2019.
Advisor Group bought 352 Piper Sandler shares in Q4 2019, an estimated $6.82K.
Piper Sandler made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4250 holding.
Advisor Group first reported a position in Piper Sandler in Q2 2016 and has held it in 15 quarters since.
Advisor Group's Piper Sandler position peaked at $15K in Q1 2019.
201 funds tracked by Wall St. Rank held Piper Sandler as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.