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	–	667
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 $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Edge Wealth Management's PIPR Position: Q1 2020 in Review

Edge Wealth Management sold out of Piper Sandler (PIPR) in Q1 2020, closing a stake of 348,284 shares — an estimated $2.36M sold.

Edge Wealth Management first reported a position in PIPR in Q1 2015 and held it in 20 quarters. The position peaked at $2.36M in Q4 2019. 190 funds tracked by Wall St. Rank hold PIPR as of Q1 2020.

Edge Wealth Management reported no remaining Piper Sandler position as of Q1 2020 after selling out during the quarter.
Edge Wealth Management sold 348,284 Piper Sandler shares in Q1 2020, an estimated $2.36M.
Edge Wealth Management first reported a position in Piper Sandler in Q1 2015 and held it in 20 quarters.
Edge Wealth Management's Piper Sandler position peaked at $2.36M in Q4 2019.
190 funds tracked by Wall St. Rank held Piper Sandler as of Q1 2020.

Based on Edge Wealth Management's 13F filing for Q1 2020, filed 20 Apr 2020.