Atwood & Palmer’s Piper Sandler PIPR Stock Holding History

Atwood & Palmer’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	-80	Closed	-$4K	–	459
2021 Q4	$4K	Hold	80	–	–	﹤0.01%	411
2021 Q3	$3K	Hold	80	–	–	﹤0.01%	407
2021 Q2	$3K	Hold	80	–	–	﹤0.01%	393
2021 Q1	$2K	Hold	80	–	–	﹤0.01%	428
2020 Q4	$2K	Hold	80	–	–	﹤0.01%	360
2020 Q3	$1K	Hold	80	–	–	﹤0.01%	326
2020 Q2	$1K	Hold	80	–	–	﹤0.01%	308
2020 Q1	$1K	Hold	80	–	–	﹤0.01%	308
2019 Q4	$2K	Hold	80	–	–	﹤0.01%	284
2019 Q3	$2K	Hold	80	–	–	﹤0.01%	292
2019 Q2	$1K	Hold	80	–	–	﹤0.01%	291
2019 Q1	$1K	Hold	80	–	–	﹤0.01%	319
2018 Q4	$1K	Hold	80	–	–	﹤0.01%	311
2018 Q3	$2K	Hold	80	–	–	﹤0.01%	299
2018 Q2	$2K	Hold	80	–	–	﹤0.01%	298
2018 Q1	$2K	Hold	80	–	–	﹤0.01%	280
2017 Q4	$2K	Buy	+80	New	+$1.44K	﹤0.01%	279
2017 Q2	–	Sell	-36	Closed	-$1K	–	324
2017 Q1	$1K	Hold	36	–	–	﹤0.01%	291
2016 Q4	$1K	Hold	36	–	–	﹤0.01%	327
2016 Q3	$0	Hold	36	–	–	﹤0.01%	326
2016 Q2	$0	Hold	36	–	–	﹤0.01%	314
2016 Q1	$0	Hold	36	–	–	﹤0.01%	367
2015 Q4	$0	Hold	36	–	–	﹤0.01%	422
2015 Q3	$0	Hold	36	–	–	﹤0.01%	455
2015 Q2	$0	Hold	36	–	–	﹤0.01%	381
2015 Q1	$0	Hold	36	–	–	﹤0.01%	341
2014 Q4	$1K	Hold	36	–	–	﹤0.01%	371
2014 Q3	$0	Hold	36	–	–	﹤0.01%	383
2014 Q2	$0	Buy	+36	New	+$405	﹤0.01%	331

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

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

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

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

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

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

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

Atwood & Palmer's PIPR Position: Q1 2022 in Review

Atwood & Palmer sold out of Piper Sandler (PIPR) in Q1 2022, closing a stake of 80 shares — an estimated $4K sold.

Atwood & Palmer first reported a position in PIPR in Q2 2014 and held it in 29 quarters. The position peaked at $4K in Q4 2021. 261 funds tracked by Wall St. Rank hold PIPR as of Q1 2022.

Atwood & Palmer reported no remaining Piper Sandler position as of Q1 2022 after selling out during the quarter.
Atwood & Palmer sold 80 Piper Sandler shares in Q1 2022, an estimated $4K.
Atwood & Palmer first reported a position in Piper Sandler in Q2 2014 and held it in 29 quarters.
Atwood & Palmer's Piper Sandler position peaked at $4K in Q4 2021.
261 funds tracked by Wall St. Rank held Piper Sandler as of Q1 2022.

Based on Atwood & Palmer's 13F filing for Q1 2022, filed 29 Apr 2022.