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Axim Planning & Wealth’s Piper Sandler PIPR Stock Holding History

Axim Planning & Wealth’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
Q4 		– Sell
-576
Closed -$15K – 133
2022
Q3 		$15K Buy
+576
New +$16.8K 0.01% 96

Other funds holding PIPR

BlackRock
BlackRock New York $5.72T 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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Axim Planning & Wealth's PIPR Position: Q4 2022 in Review

Axim Planning & Wealth sold out of Piper Sandler (PIPR) in Q4 2022, closing a stake of 576 shares — an estimated $15K sold.

Axim Planning & Wealth first reported a position in PIPR in Q3 2022 and held it in 1 quarter. The position peaked at $15K in Q3 2022. 245 funds tracked by Wall St. Rank hold PIPR as of Q4 2022.

  • Axim Planning & Wealth reported no remaining Piper Sandler position as of Q4 2022 after selling out during the quarter.
  • Axim Planning & Wealth sold 576 Piper Sandler shares in Q4 2022, an estimated $15K.
  • Axim Planning & Wealth first reported a position in Piper Sandler in Q3 2022 and held it in 1 quarter.
  • Axim Planning & Wealth's Piper Sandler position peaked at $15K in Q3 2022.
  • 245 funds tracked by Wall St. Rank held Piper Sandler as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.