AWM
PIPR icon

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 – 3321
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% 1267
2022
Q2 		$0 Hold
8
– – ﹤0.01% 1197
2022
Q1 		$0 Hold
8
– – ﹤0.01% 1212
2021
Q4 		$0 Sell
8
-8
-50% -$340 ﹤0.01% 1196
2021
Q3 		$0 Buy
+16
New +$536 ﹤0.01% 1149

Other funds holding PIPR

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return