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Avantax Planning Partners’s Piper Sandler PIPR Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-316
Closed -$6K – 951
2018
Q3 		$6K Buy
+316
New +$6.07K ﹤0.01% 1045
2018
Q2 		– Sell
-316
Closed -$7K – 1135
2018
Q1 		$7K Buy
+316
New +$6.99K ﹤0.01% 1214

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Avantax Planning Partners's PIPR Position: Q4 2018 in Review

Avantax Planning Partners sold out of Piper Sandler (PIPR) in Q4 2018, closing a stake of 316 shares — an estimated $6K sold.

Avantax Planning Partners first reported a position in PIPR in Q1 2018 and held it in 2 quarters. The position peaked at $7K in Q1 2018. 192 funds tracked by Wall St. Rank hold PIPR as of Q4 2018.

  • Avantax Planning Partners reported no remaining Piper Sandler position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 316 Piper Sandler shares in Q4 2018, an estimated $6K.
  • Avantax Planning Partners first reported a position in Piper Sandler in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Piper Sandler position peaked at $7K in Q1 2018.
  • 192 funds tracked by Wall St. Rank held Piper Sandler as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.