AWM
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Avior Wealth Management’s Piper Sandler PIPR Stock Holding History

Avior 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
2024
Q2 		– Sell
-12
Closed -$595 – 3318
2024
Q1 		$595 Buy
12
+4
+50% +$183 ﹤0.01% 2523
2023
Q4 		$349 Hold
8
– – ﹤0.01% 1447
2023
Q3 		$290 Hold
8
– – ﹤0.01% 1527
2023
Q2 		$258 Hold
8
– – ﹤0.01% 1496
2023
Q1 		$277 Hold
8
– – ﹤0.01% 1550
2022
Q4 		$260 Hold
8
– – ﹤0.01% 1205
2022
Q3 		$0 Hold
8
– – ﹤0.01% 1257
2022
Q2 		$0 Hold
8
– – ﹤0.01% 1189
2022
Q1 		$0 Hold
8
– – ﹤0.01% 1199
2021
Q4 		$0 Sell
8
-8
-50% -$340 ﹤0.01% 1189
2021
Q3 		$0 Buy
+16
New +$536 ﹤0.01% 1146

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Avior Wealth Management's PIPR Position: Q2 2024 in Review

Avior Wealth Management sold out of Piper Sandler (PIPR) in Q2 2024, closing a stake of 12 shares — an estimated $595 sold.

Avior Wealth Management first reported a position in PIPR in Q3 2021 and held it in 11 quarters. The position peaked at $595 in Q1 2024. 311 funds tracked by Wall St. Rank hold PIPR as of Q2 2024.

  • Avior Wealth Management reported no remaining Piper Sandler position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 12 Piper Sandler shares in Q2 2024, an estimated $595.
  • Avior Wealth Management first reported a position in Piper Sandler in Q3 2021 and held it in 11 quarters.
  • Avior Wealth Management's Piper Sandler position peaked at $595 in Q1 2024.
  • 311 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.