AE Wealth Management’s Piper Sandler PIPR Stock Holding History

AE Wealth Management’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
2022 Q1	–	Sell	-11,880	Closed	-$530K	–	1778
2021 Q4	$530K	Buy	+11,880	New	+$505K	﹤0.01%	1230

Other funds holding PIPR

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

AE Wealth Management's PIPR Position: Q1 2022 in Review

AE Wealth Management sold out of Piper Sandler (PIPR) in Q1 2022, closing a stake of 11,880 shares — an estimated $530K sold.

AE Wealth Management first reported a position in PIPR in Q4 2021 and held it in 1 quarter. The position peaked at $530K in Q4 2021. 261 funds tracked by Wall St. Rank hold PIPR as of Q1 2022.

AE Wealth Management reported no remaining Piper Sandler position as of Q1 2022 after selling out during the quarter.
AE Wealth Management sold 11,880 Piper Sandler shares in Q1 2022, an estimated $530K.
AE Wealth Management first reported a position in Piper Sandler in Q4 2021 and held it in 1 quarter.
AE Wealth Management's Piper Sandler position peaked at $530K in Q4 2021.
261 funds tracked by Wall St. Rank held Piper Sandler as of Q1 2022.

Based on AE Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.