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Cherry Tree Wealth Management’s Piper Sandler PIPR Stock Holding History

Cherry Tree 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
Q1 		– Sell
-200
Closed -$8.74K – 616
2023
Q4 		$8.74K Hold
200
– – ﹤0.01% 366
2023
Q3 		$7.27K Hold
200
– – ﹤0.01% 367
2023
Q2 		$6.46K Buy
+200
New +$6.6K ﹤0.01% 379

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
Dimensional Fund Advisors
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
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Cherry Tree Wealth Management's PIPR Position: Q1 2024 in Review

Cherry Tree Wealth Management sold out of Piper Sandler (PIPR) in Q1 2024, closing a stake of 200 shares — an estimated $8.74K sold.

Cherry Tree Wealth Management first reported a position in PIPR in Q2 2023 and held it in 3 quarters. The position peaked at $8.74K in Q4 2023. 284 funds tracked by Wall St. Rank hold PIPR as of Q1 2024.

  • Cherry Tree Wealth Management reported no remaining Piper Sandler position as of Q1 2024 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 200 Piper Sandler shares in Q1 2024, an estimated $8.74K.
  • Cherry Tree Wealth Management first reported a position in Piper Sandler in Q2 2023 and held it in 3 quarters.
  • Cherry Tree Wealth Management's Piper Sandler position peaked at $8.74K in Q4 2023.
  • 284 funds tracked by Wall St. Rank held Piper Sandler as of Q1 2024.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2024, filed 1 May 2024.