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Bogart Wealth LLC’s Piper Sandler PIPR Stock Holding History

Bogart Wealth LLC’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
2026
Q1 		$24.5K Hold
320
– – ﹤0.01% 671
2025
Q4 		$27.2K Hold
320
– – ﹤0.01% 609
2025
Q3 		$27.8K Hold
320
– – ﹤0.01% 583
2025
Q2 		$22.2K Hold
320
– – ﹤0.01% 605
2025
Q1 		$19.8K Hold
320
– – ﹤0.01% 585
2024
Q4 		$24K Hold
320
– – ﹤0.01% 548
2024
Q3 		$22.7K Hold
320
– – ﹤0.01% 535
2024
Q2 		$18.4K Hold
320
– – ﹤0.01% 547
2024
Q1 		$15.9K Hold
320
– – ﹤0.01% 554
2023
Q4 		$14K Hold
320
– – ﹤0.01% 569
2023
Q3 		$11.6K Hold
320
– – ﹤0.01% 565
2023
Q2 		$10.3K Hold
320
– – ﹤0.01% 575
2023
Q1 		$11.1K Hold
320
– – ﹤0.01% 568
2022
Q4 		$10.4K Buy
+320
New +$10.5K ﹤0.01% 538

Other funds holding PIPR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return