Capital Advisory Group Advisory Services’s Piper Sandler PIPR Stock Holding History

Capital Advisory Group Advisory Services’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
2022 Q2	–	Sell	-12	Closed	–	–	403
2022 Q1	$0	Buy	+12	New	+$442	﹤0.01%	514
2021 Q4	–	Sell	-24	Closed	-$1K	–	400
2021 Q3	$1K	Hold	24	–	–	﹤0.01%	531
2021 Q2	$1K	Hold	24	–	–	﹤0.01%	526
2021 Q1	$1K	Hold	24	–	–	﹤0.01%	503
2020 Q4	$1K	Hold	24	–	–	﹤0.01%	514
2020 Q3	$0	Hold	24	–	–	﹤0.01%	516
2020 Q2	$0	Hold	24	–	–	﹤0.01%	497
2020 Q1	$0	Buy	+24	New	+$428	﹤0.01%	461
2019 Q4	–	Sell	-24	Closed	–	–	354
2019 Q3	$0	Hold	24	–	–	﹤0.01%	447
2019 Q2	$0	Hold	24	–	–	﹤0.01%	443
2019 Q1	$0	Hold	24	–	–	﹤0.01%	426
2018 Q4	$0	Hold	24	–	–	﹤0.01%	413
2018 Q3	$0	Hold	24	–	–	﹤0.01%	381
2018 Q2	$0	Hold	24	–	–	﹤0.01%	368
2018 Q1	$0	Buy	+24	New	+$531	﹤0.01%	339

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

WHG

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

GKIM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Capital Advisory Group Advisory Services's PIPR Position: Q2 2022 in Review

Capital Advisory Group Advisory Services sold out of Piper Sandler (PIPR) in Q2 2022, closing a stake of 12 shares.

Capital Advisory Group Advisory Services first reported a position in PIPR in Q1 2018 and held it in 15 quarters. The position peaked at $1K in Q3 2021. 247 funds tracked by Wall St. Rank hold PIPR as of Q2 2022.

Capital Advisory Group Advisory Services reported no remaining Piper Sandler position as of Q2 2022 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 12 Piper Sandler shares in Q2 2022.
Capital Advisory Group Advisory Services first reported a position in Piper Sandler in Q1 2018 and held it in 15 quarters.
Capital Advisory Group Advisory Services's Piper Sandler position peaked at $1K in Q3 2021.
247 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.