Baystate Wealth Management’s Piper Sandler PIPR Stock Holding History

Baystate 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
2023 Q4	$215	Hold	4	–	–	﹤0.01%	1261
2023 Q3	$178	Hold	4	–	–	﹤0.01%	987
2023 Q2	$158	Hold	4	–	–	﹤0.01%	1019
2023 Q1	$168	Hold	4	–	–	﹤0.01%	1006
2022 Q4	$0	Hold	4	–	–	﹤0.01%	974
2022 Q3	$0	Hold	4	–	–	﹤0.01%	929
2022 Q2	$0	Hold	4	–	–	﹤0.01%	941
2022 Q1	$0	Hold	4	–	–	﹤0.01%	920
2021 Q4	$0	Hold	4	–	–	﹤0.01%	945
2021 Q3	$0	Hold	4	–	–	﹤0.01%	877
2021 Q2	$0	Hold	4	–	–	﹤0.01%	842
2021 Q1	$0	Hold	4	–	–	﹤0.01%	803
2020 Q4	$0	Hold	4	–	–	﹤0.01%	743
2020 Q3	$0	Hold	4	–	–	﹤0.01%	720
2020 Q2	$0	Hold	4	–	–	﹤0.01%	721
2020 Q1	$0	Hold	4	–	–	﹤0.01%	661
2019 Q4	$0	Hold	4	–	–	﹤0.01%	650
2019 Q3	$0	Hold	4	–	–	﹤0.01%	621
2019 Q2	$1K	Hold	4	–	–	﹤0.01%	593
2019 Q1	$1K	Hold	4	–	–	﹤0.01%	608
2018 Q4	$1K	Hold	4	–	–	﹤0.01%	614
2018 Q3	$1K	Hold	4	–	–	﹤0.01%	627
2018 Q2	$1K	Hold	4	–	–	﹤0.01%	638
2018 Q1	$1K	Hold	4	–	–	﹤0.01%	606
2017 Q4	$1K	Hold	4	–	–	﹤0.01%	599
2017 Q3	$1K	Hold	4	–	–	﹤0.01%	581
2017 Q2	$1K	Hold	4	–	–	﹤0.01%	611
2017 Q1	$1K	Hold	4	–	–	﹤0.01%	577
2016 Q4	$1K	Buy	+4	New	+$63	﹤0.01%	418

Other funds holding PIPR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Baystate Wealth Management's PIPR Position: Q4 2023 in Review

Baystate Wealth Management held its Piper Sandler (PIPR) position steady in Q4 2023 at 4 shares worth $215. The position accounts for ﹤0.01% of the portfolio, ranked #1261.

Baystate Wealth Management first reported a position in PIPR in Q4 2016 and has held it in 29 quarters since. The position peaked at $1K in Q2 2019. 258 funds tracked by Wall St. Rank hold PIPR as of Q4 2023.

Baystate Wealth Management held 4 shares of Piper Sandler worth $215 as of Q4 2023.
Baystate Wealth Management left its Piper Sandler share count unchanged in Q4 2023.
Piper Sandler made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1261 holding.
Baystate Wealth Management first reported a position in Piper Sandler in Q4 2016 and has held it in 29 quarters since.
Baystate Wealth Management's Piper Sandler position peaked at $1K in Q2 2019.
258 funds tracked by Wall St. Rank held Piper Sandler as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.