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Defined Wealth Management’s Piper Sandler PIPR Stock Holding History

Defined 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
2021
Q1 		– Sell
-72
Closed -$2K – 168
2020
Q4 		$2K Buy
+72
New +$1.63K ﹤0.01% 210

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
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 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
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Defined Wealth Management's PIPR Position: Q1 2021 in Review

Defined Wealth Management sold out of Piper Sandler (PIPR) in Q1 2021, closing a stake of 72 shares — an estimated $2K sold.

Defined Wealth Management first reported a position in PIPR in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 215 funds tracked by Wall St. Rank hold PIPR as of Q1 2021.

  • Defined Wealth Management reported no remaining Piper Sandler position as of Q1 2021 after selling out during the quarter.
  • Defined Wealth Management sold 72 Piper Sandler shares in Q1 2021, an estimated $2K.
  • Defined Wealth Management first reported a position in Piper Sandler in Q4 2020 and held it in 1 quarter.
  • Defined Wealth Management's Piper Sandler position peaked at $2K in Q4 2020.
  • 215 funds tracked by Wall St. Rank held Piper Sandler as of Q1 2021.

Based on Defined Wealth Management's 13F filing for Q1 2021, filed 18 May 2021.