DiNuzzo Private Wealth’s Piper Sandler PIPR Stock Holding History

DiNuzzo Private Wealth’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 Q2	$6.95K	Buy	+96	New	+$7.78K	﹤0.01%	340
2026 Q1	–	Sell	-100	Closed	-$8.49K	–	1373
2025 Q4	$8.49K	Hold	100	–	–	﹤0.01%	296
2025 Q3	$8.35K	Hold	100	–	–	﹤0.01%	291
2025 Q2	$6.95K	Hold	100	–	–	﹤0.01%	313
2025 Q1	$6.19K	Hold	100	–	–	﹤0.01%	322
2024 Q4	$7.5K	Hold	100	–	–	﹤0.01%	280
2024 Q3	$7.1K	Buy	100 +76	+317%	+$4.97K	﹤0.01%	301
2024 Q2	$1.38K	Buy	24 +4	+20%	+$205	﹤0.01%	658
2024 Q1	$993	Hold	20	–	–	﹤0.01%	733
2023 Q4	$875	Buy	+20	New	+$761	﹤0.01%	758

Other funds holding PIPR

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

MJT & Associates Financial Advisory Monteviceo, Minnesota $151M AUM 22.54% 1-Year Est. Return