Covestor’s Piper Sandler PIPR Stock Holding History

Covestor’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
2026 Q1	$20K	Sell	261 -303	-54%	-$24.9K	0.01%	1116
2025 Q4	$48K	Sell	564 -88	-13%	-$7.43K	0.03%	925
2025 Q3	$57K	Buy	652 +92	+16%	+$7.5K	0.03%	849
2025 Q2	$39K	Sell	560 -236	-30%	-$14.7K	0.02%	996
2025 Q1	$49K	Buy	796 +644	+424%	+$46.1K	0.03%	854
2024 Q4	$12K	Buy	+152	New	+$11.8K	0.01%	1439
2024 Q3	–	Sell	-196	Closed	-$12.8K	–	2625
2024 Q2	$11K	Sell	196 -20	-9%	-$1.02K	0.01%	1480
2024 Q1	$11K	Buy	216 +212	+5,300%	+$9.69K	0.01%	1526
2023 Q4	$0	Hold	4	–	–	﹤0.01%	2595
2023 Q3	$0	Hold	4	–	–	﹤0.01%	2583
2023 Q2	$0	Sell	4 -188	-98%	-$6.21K	﹤0.01%	2532
2023 Q1	$7K	Sell	192 -3,592	-95%	-$128K	0.01%	1479
2022 Q4	$123K	Buy	3,784 +3,684	+3,684%	+$120K	0.1%	301
2022 Q3	$3K	Buy	100 +72	+257%	+$2.1K	﹤0.01%	1637
2022 Q2	$1K	Sell	28 -4	-13%	-$121	﹤0.01%	1780
2022 Q1	$1K	Sell	32 -8	-20%	-$295	﹤0.01%	1916
2021 Q4	$2K	Buy	+40	New	+$1.7K	﹤0.01%	1567

Other funds holding PIPR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return