Edge Wealth Management’s Piper Sandler PIPR Stock Holding History

Edge 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
2020 Q1	–	Sell	-348,284	Closed	-$2.36M	–	670
2019 Q4	$2.36M	Buy	348,284 +347,760	+66,366%	+$6.74M	0.47%	48
2019 Q3	$9K	Hold	524	–	–	﹤0.01%	422
2019 Q2	$10K	Hold	524	–	–	﹤0.01%	417
2019 Q1	$10K	Hold	524	–	–	﹤0.01%	405
2018 Q4	$9K	Hold	524	–	–	﹤0.01%	415
2018 Q3	$10K	Hold	524	–	–	﹤0.01%	435
2018 Q2	$10K	Hold	524	–	–	﹤0.01%	423
2018 Q1	$11K	Hold	524	–	–	﹤0.01%	376
2017 Q4	$11K	Hold	524	–	–	﹤0.01%	372
2017 Q3	$8K	Hold	524	–	–	﹤0.01%	398
2017 Q2	$8K	Hold	524	–	–	﹤0.01%	392
2017 Q1	$8K	Hold	524	–	–	﹤0.01%	374
2016 Q4	$9K	Hold	524	–	–	﹤0.01%	351
2016 Q3	$6K	Hold	524	–	–	﹤0.01%	383
2016 Q2	$5K	Hold	524	–	–	﹤0.01%	370
2016 Q1	$6K	Hold	524	–	–	﹤0.01%	333
2015 Q4	$5K	Hold	524	–	–	﹤0.01%	351
2015 Q3	$5K	Hold	524	–	–	﹤0.01%	347
2015 Q2	$6K	Hold	524	–	–	﹤0.01%	332
2015 Q1	$7K	Buy	+524	New	+$7.12K	﹤0.01%	323

Other funds holding PIPR

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management

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