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Advisors Preferred’s Piper Sandler PIPR Stock Holding History

Advisors Preferred’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
2024
Q4 		– Sell
-37,720
Closed -$2.66M – 261
2024
Q3 		$2.66M Buy
+37,720
New +$2.47M 0.41% 61
2017
Q3 		– Sell
-23,860
Closed -$358K – 273
2017
Q2 		$358K Buy
+23,860
New +$360K 0.2% 58

Other funds holding PIPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Advisors Preferred's PIPR Position: Q4 2024 in Review

Advisors Preferred sold out of Piper Sandler (PIPR) in Q4 2024, closing a stake of 37,720 shares — an estimated $2.66M sold.

Advisors Preferred first reported a position in PIPR in Q2 2017 and held it in 2 quarters. The position peaked at $2.66M in Q3 2024. 350 funds tracked by Wall St. Rank hold PIPR as of Q4 2024.

  • Advisors Preferred reported no remaining Piper Sandler position as of Q4 2024 after selling out during the quarter.
  • Advisors Preferred sold 37,720 Piper Sandler shares in Q4 2024, an estimated $2.66M.
  • Advisors Preferred first reported a position in Piper Sandler in Q2 2017 and held it in 2 quarters.
  • Advisors Preferred's Piper Sandler position peaked at $2.66M in Q3 2024.
  • 350 funds tracked by Wall St. Rank held Piper Sandler as of Q4 2024.

Based on Advisors Preferred's 13F filing for Q4 2024, filed 28 Jan 2025.