CSWM
PIPR icon

Cassady Schiller Wealth Management’s Piper Sandler PIPR Stock Holding History

Cassady Schiller Wealth Management’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
Q4 		$4.8K Buy
64
+4
+7% +$311 ﹤0.01% 414
2024
Q3 		$4.26K Hold
60
– – ﹤0.01% 356
2024
Q2 		$3.45K Sell
60
-4
-6% -$205 ﹤0.01% 363
2024
Q1 		$3.18K Hold
64
– – ﹤0.01% 395
2023
Q4 		$2.8K Hold
64
– – ﹤0.01% 380
2023
Q3 		$2.33K Hold
64
– – ﹤0.01% 401
2023
Q2 		$2.07K Hold
64
– – ﹤0.01% 419
2023
Q1 		$2.22K Hold
64
– – ﹤0.01% 396
2022
Q4 		$2.08K Buy
+64
New +$2.09K ﹤0.01% 414
2022
Q1 		– Sell
-64
Closed -$3K – 463
2021
Q4 		$3K Buy
+64
New +$2.72K ﹤0.01% 381

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return