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Clearview Wealth Advisors’s Piper Sandler PIPR Stock Holding History

Clearview Wealth Advisors’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
2021
Q4 		– Sell
-60
Closed -$2.55K – 656
2021
Q3 		$2K Hold
60
– – ﹤0.01% 593
2021
Q2 		$2K Hold
60
– – ﹤0.01% 587
2021
Q1 		$2K Hold
60
– – ﹤0.01% 553
2020
Q4 		$2K Buy
+60
New +$1.36K ﹤0.01% 515

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
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Clearview Wealth Advisors's PIPR Position: Q4 2021 in Review

Clearview Wealth Advisors sold out of Piper Sandler (PIPR) in Q4 2021, closing a stake of 60 shares — an estimated $2.55K sold.

Clearview Wealth Advisors first reported a position in PIPR in Q4 2020 and held it in 4 quarters. The position peaked at $2K in Q3 2021. 261 funds tracked by Wall St. Rank hold PIPR as of Q4 2021.

  • Clearview Wealth Advisors reported no remaining Piper Sandler position as of Q4 2021 after selling out during the quarter.
  • Clearview Wealth Advisors sold 60 Piper Sandler shares in Q4 2021, an estimated $2.55K.
  • Clearview Wealth Advisors first reported a position in Piper Sandler in Q4 2020 and held it in 4 quarters.
  • Clearview Wealth Advisors's Piper Sandler position peaked at $2K in Q3 2021.
  • 261 funds tracked by Wall St. Rank held Piper Sandler as of Q4 2021.

Based on Clearview Wealth Advisors's 13F filing for Q4 2021, filed 2 Feb 2022.