AT
PIPR icon

Avalon Trust’s Piper Sandler PIPR Stock Holding History

Avalon Trust’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
2026
Q1 		$115K Hold
1,500
– – 0.01% 205
2025
Q4 		$127K Hold
1,500
– – 0.01% 181
2025
Q3 		$130K Hold
1,500
– – 0.01% 196
2025
Q2 		$104K Sell
1,500
-80
-5% -$4.98K 0.01% 190
2025
Q1 		$97.8K Hold
1,580
– – 0.01% 188
2024
Q4 		$118K Buy
1,580
+80
+5% +$6.22K 0.01% 153
2024
Q3 		$106K Buy
+1,500
New +$98.1K 0.01% 157
2024
Q2 		– Sell
-8
Closed -$397 – 334
2024
Q1 		$397 Hold
8
– – ﹤0.01% 323
2023
Q4 		$350 Hold
8
– – ﹤0.01% 337
2023
Q3 		$291 Hold
8
– – ﹤0.01% 310
2023
Q2 		$259 Hold
8
– – ﹤0.01% 309
2023
Q1 		$278 Buy
+8
New +$285 ﹤0.01% 305

Other funds holding PIPR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return