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BDO Wealth Advisors’s Piper Sandler PIPR Stock Holding History

BDO Wealth Advisors’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
2020
Q1 		– Sell
-12
Closed – – 802
2019
Q4 		$0 Hold
12
– – ﹤0.01% 625
2019
Q3 		$0 Hold
12
– – ﹤0.01% 647
2019
Q2 		$0 Hold
12
– – ﹤0.01% 673
2019
Q1 		$0 Hold
12
– – ﹤0.01% 651
2018
Q4 		$0 Hold
12
– – ﹤0.01% 608
2018
Q3 		$0 Hold
12
– – ﹤0.01% 650
2018
Q2 		$0 Buy
+12
New +$235 ﹤0.01% 678

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BDO Wealth Advisors's PIPR Position: Q1 2020 in Review

BDO Wealth Advisors sold out of Piper Sandler (PIPR) in Q1 2020, closing a stake of 12 shares.

BDO Wealth Advisors first reported a position in PIPR in Q2 2018 and held it in 7 quarters. The position peaked at $0 in Q4 2019. 190 funds tracked by Wall St. Rank hold PIPR as of Q1 2020.

  • BDO Wealth Advisors reported no remaining Piper Sandler position as of Q1 2020 after selling out during the quarter.
  • BDO Wealth Advisors sold 12 Piper Sandler shares in Q1 2020.
  • BDO Wealth Advisors first reported a position in Piper Sandler in Q2 2018 and held it in 7 quarters.
  • BDO Wealth Advisors's Piper Sandler position peaked at $0 in Q4 2019.
  • 190 funds tracked by Wall St. Rank held Piper Sandler as of Q1 2020.

Based on BDO Wealth Advisors's 13F filing for Q1 2020, filed 15 May 2020.