CJ
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Caitlin John’s Piper Sandler PIPR Stock Holding History

Caitlin John’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
Q3 		– Sell
-68
Closed -$3.91K – 926
2024
Q2 		$3.91K Sell
68
-27,144
-100% -$1.39M ﹤0.01% 582
2024
Q1 		$1.35M Buy
27,212
+2,000
+8% +$91.4K 1.01% 27
2023
Q4 		$1.1M Buy
+25,212
New +$959K 0.9% 26

Other funds holding PIPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Caitlin John's PIPR Position: Q3 2024 in Review

Caitlin John sold out of Piper Sandler (PIPR) in Q3 2024, closing a stake of 68 shares — an estimated $3.91K sold.

Caitlin John first reported a position in PIPR in Q4 2023 and held it in 3 quarters. The position peaked at $1.35M in Q1 2024. 334 funds tracked by Wall St. Rank hold PIPR as of Q3 2024.

  • Caitlin John reported no remaining Piper Sandler position as of Q3 2024 after selling out during the quarter.
  • Caitlin John sold 68 Piper Sandler shares in Q3 2024, an estimated $3.91K.
  • Caitlin John first reported a position in Piper Sandler in Q4 2023 and held it in 3 quarters.
  • Caitlin John's Piper Sandler position peaked at $1.35M in Q1 2024.
  • 334 funds tracked by Wall St. Rank held Piper Sandler as of Q3 2024.

Based on Caitlin John's 13F filing for Q3 2024, filed 14 Nov 2024.