Benjamin F. Edwards & Company’s Piper Sandler PIPR Stock Holding History

Benjamin F. Edwards & Company’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	$4K	Sell	64 -20	-24%	-$1.02K	﹤0.01%	1951
2024 Q1	$4K	Sell	84 -20	-19%	-$914	﹤0.01%	1927
2023 Q4	$5K	Buy	+104	New	+$3.96K	﹤0.01%	1862
2021 Q1	–	Sell	-12	Closed	–	–	1726
2020 Q4	$0	Hold	12	–	–	﹤0.01%	1717
2020 Q3	$0	Hold	12	–	–	﹤0.01%	1747
2020 Q2	$0	Hold	12	–	–	﹤0.01%	1766
2020 Q1	$0	Hold	12	–	–	﹤0.01%	1842
2019 Q4	$0	Hold	12	–	–	﹤0.01%	1935
2019 Q3	$0	Hold	12	–	–	﹤0.01%	1941
2019 Q2	$0	Sell	12 -12	-50%	-$227	﹤0.01%	1961
2019 Q1	$0	Buy	+24	New	+$426	﹤0.01%	1765
2018 Q2	–	Sell	-172	Closed	-$4K	–	1640
2018 Q1	$4K	Hold	172	–	–	﹤0.01%	1450
2017 Q4	$4K	Hold	172	–	–	﹤0.01%	1403
2017 Q3	$3K	Hold	172	–	–	﹤0.01%	1401
2017 Q2	$3K	Hold	172	–	–	﹤0.01%	1324
2017 Q1	$3K	Hold	172	–	–	﹤0.01%	1239
2016 Q4	$3K	Hold	172	–	–	﹤0.01%	1126
2016 Q3	$2K	Hold	172	–	–	﹤0.01%	1053
2016 Q2	$2K	Hold	172	–	–	﹤0.01%	1015
2016 Q1	$2K	Hold	172	–	–	﹤0.01%	1030
2015 Q4	$2K	Hold	172	–	–	﹤0.01%	1078
2015 Q3	$2K	Hold	172	–	–	﹤0.01%	1076
2015 Q2	$2K	Hold	172	–	–	﹤0.01%	1110
2015 Q1	$2K	Hold	172	–	–	﹤0.01%	1077
2014 Q4	$2K	Hold	172	–	–	﹤0.01%	964
2014 Q3	$2K	Hold	172	–	–	﹤0.01%	933
2014 Q2	$2K	Hold	172	–	–	﹤0.01%	884
2014 Q1	$2K	Hold	172	–	–	﹤0.01%	847
2013 Q4	$2K	Hold	172	–	–	﹤0.01%	876
2013 Q3	$1K	Hold	172	–	–	﹤0.01%	806
2013 Q2	$1K	Buy	+172	New	+$1.45K	﹤0.01%	770

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GKIM

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

WHG

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

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

SIMG

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Benjamin F. Edwards & Company's PIPR Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its Piper Sandler (PIPR) stake by 24% in Q2 2024, selling an estimated $1.02K and leaving 64 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1951.

Benjamin F. Edwards & Company first reported a position in PIPR in Q2 2013 and has held it in 31 quarters since. The position peaked at $5K in Q4 2023. 311 funds tracked by Wall St. Rank hold PIPR as of Q2 2024.

Benjamin F. Edwards & Company held 64 shares of Piper Sandler worth $4K as of Q2 2024.
Benjamin F. Edwards & Company sold 20 Piper Sandler shares in Q2 2024, an estimated $1.02K.
Piper Sandler made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1951 holding.
Benjamin F. Edwards & Company first reported a position in Piper Sandler in Q2 2013 and has held it in 31 quarters since.
Benjamin F. Edwards & Company's Piper Sandler position peaked at $5K in Q4 2023.
311 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.