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Beacon Pointe Advisors’s Piper Sandler PIPR Stock Holding History

Beacon Pointe 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
2025
Q3 		– Sell
-154,216
Closed -$10.7M – 1497
2025
Q2 		$10.7M Hold
154,216
– – 0.11% 165
2025
Q1 		$9.55M Buy
154,216
+32,132
+26% +$2.3M 0.11% 178
2024
Q4 		$9.15M Hold
122,084
– – 0.1% 179
2024
Q3 		$8.66M Hold
122,084
– – 0.1% 181
2024
Q2 		$7.03M Sell
122,084
-79,996
-40% -$4.1M 0.08% 210
2024
Q1 		$10M Sell
202,080
-46,752
-19% -$2.14M 0.11% 178
2023
Q4 		$10.9M Hold
248,832
– – 0.13% 158
2023
Q3 		$9.04M Buy
+248,832
New +$8.99M 0.11% 173
2022
Q1 		– Sell
-72,360
Closed -$3.23M – 1225
2021
Q4 		$3.23M Buy
+72,360
New +$3.07M 0.08% 187
2021
Q3 		– Sell
-73,192
Closed -$2.37M – 956
2021
Q2 		$2.37M Buy
+73,192
New +$2.24M 0.08% 193

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return