DFA
PIPR icon

DHJJ Financial Advisors’s Piper Sandler PIPR Stock Holding History

DHJJ Financial 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
2026
Q1 		$59.7K Hold
780
– – 0.02% 369
2025
Q4 		$66.2K Hold
780
– – 0.02% 339
2025
Q3 		$67.7K Hold
780
– – 0.02% 318
2025
Q2 		$54.2K Sell
780
-8
-1% -$498 0.02% 335
2025
Q1 		$48.8K Hold
788
– – 0.02% 316
2024
Q4 		$59.1K Hold
788
– – 0.02% 285
2024
Q3 		$55.9K Hold
788
– – 0.02% 287
2024
Q2 		$45.3K Hold
788
– – 0.02% 282
2024
Q1 		$39.1K Hold
788
– – 0.02% 294
2023
Q4 		$34.5K Hold
788
– – 0.02% 300
2023
Q3 		$28.6K Buy
+788
New +$28.5K 0.01% 309

Other funds holding PIPR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
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
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
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return