EI
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Ellevest Inc’s Piper Sandler PIPR Stock Holding History

Ellevest Inc’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
2023
Q2 		– Sell
-260
Closed -$9.01K – 1277
2023
Q1 		$9.01K Hold
260
– – ﹤0.01% 1053
2022
Q4 		$8.46K Hold
260
– – ﹤0.01% 1066
2022
Q3 		$7K Buy
+260
New +$7.57K ﹤0.01% 1112

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Vanguard Group
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Ellevest Inc's PIPR Position: Q2 2023 in Review

Ellevest Inc sold out of Piper Sandler (PIPR) in Q2 2023, closing a stake of 260 shares — an estimated $9.01K sold.

Ellevest Inc first reported a position in PIPR in Q3 2022 and held it in 3 quarters. The position peaked at $9.01K in Q1 2023. 233 funds tracked by Wall St. Rank hold PIPR as of Q2 2023.

  • Ellevest Inc reported no remaining Piper Sandler position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 260 Piper Sandler shares in Q2 2023, an estimated $9.01K.
  • Ellevest Inc first reported a position in Piper Sandler in Q3 2022 and held it in 3 quarters.
  • Ellevest Inc's Piper Sandler position peaked at $9.01K in Q1 2023.
  • 233 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.