Envestnet Asset Management’s Piper Sandler PIPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $27.3M | Buy |
356,318
+9,306
| +3% | +$764K | 0.01% | 1134 |
|
|
2025
Q4 | $29.5M | Sell |
347,012
-16,288
| -4% | -$1.38M | 0.01% | 1005 |
|
|
2025
Q3 | $31.5M | Buy |
363,300
+33,104
| +10% | +$2.7M | 0.01% | 1010 |
|
|
2025
Q2 | $22.9M | Buy |
330,196
+17,684
| +6% | +$1.1M | 0.01% | 1165 |
|
|
2025
Q1 | $19.3M | Buy |
312,512
+75,148
| +32% | +$5.38M | 0.01% | 1214 |
|
|
2024
Q4 | $17.8M | Buy |
237,364
+6,264
| +3% | +$487K | 0.01% | 1264 |
|
|
2024
Q3 | $16.4M | Buy |
231,100
+2,740
| +1% | +$179K | 0.01% | 1316 |
|
|
2024
Q2 | $13.1M | Buy |
228,360
+10,040
| +5% | +$514K | ﹤0.01% | 1382 |
|
|
2024
Q1 | $10.8M | Sell |
218,320
-172
| -0.1% | -$7.86K | ﹤0.01% | 1476 |
|
|
2023
Q4 | $9.55M | Buy |
218,492
+628
| +0.3% | +$23.9K | ﹤0.01% | 1470 |
|
|
2023
Q3 | $7.91M | Buy |
217,864
+71,476
| +49% | +$2.58M | ﹤0.01% | 1521 |
|
|
2023
Q2 | $4.73M | Buy |
146,388
+28
| +0% | +$925 | ﹤0.01% | 1734 |
|
|
2023
Q1 | $5.07M | Sell |
146,360
-15,084
| -9% | -$537K | ﹤0.01% | 1658 |
|
|
2022
Q4 | $5.25M | Buy |
161,444
+432
| +0.3% | +$14.1K | ﹤0.01% | 1569 |
|
|
2022
Q3 | $4.22M | Buy |
161,012
+4,740
| +3% | +$138K | ﹤0.01% | 1618 |
|
|
2022
Q2 | $4.43M | Sell |
156,272
-1,596
| -1% | -$48.2K | ﹤0.01% | 1585 |
|
|
2022
Q1 | $5.18M | Sell |
157,868
-3,892
| -2% | -$143K | ﹤0.01% | 1579 |
|
|
2021
Q4 | $7.22M | Buy |
161,760
+19,176
| +13% | +$815K | ﹤0.01% | 1389 |
|
|
2021
Q3 | $4.94M | Buy |
142,584
+1,532
| +1% | +$51.3K | ﹤0.01% | 1565 |
|
|
2021
Q2 | $4.57M | Buy |
141,052
+7,488
| +6% | +$229K | ﹤0.01% | 1576 |
|
|
2021
Q1 | $3.66M | Buy |
133,564
+4,384
| +3% | +$116K | ﹤0.01% | 1596 |
|
|
2020
Q4 | $3.26M | Buy |
129,180
+19,828
| +18% | +$450K | ﹤0.01% | 1483 |
|
|
2020
Q3 | $2M | Buy |
109,352
+88,828
| +433% | +$1.51M | ﹤0.01% | 1621 |
|
|
2020
Q2 | $304K | Sell |
20,524
-32
| -0.2% | -$451 | ﹤0.01% | 2675 |
|
|
2020
Q1 | $260K | Sell |
20,556
-2,204
| -10% | -$39.3K | ﹤0.01% | 2618 |
|
|
2019
Q4 | $455K | Sell |
22,760
-572
| -2% | -$11.1K | ﹤0.01% | 2502 |
|
|
2019
Q3 | $440K | Buy |
23,332
+704
| +3% | +$13.1K | ﹤0.01% | 2448 |
|
|
2019
Q2 | $420K | Buy |
22,628
+1,704
| +8% | +$32.2K | ﹤0.01% | 2483 |
|
|
2019
Q1 | $381K | Buy |
20,924
+1,508
| +8% | +$26.7K | ﹤0.01% | 2490 |
|
|
2018
Q4 | $320K | Buy |
+19,416
| New | +$339K | ﹤0.01% | 2394 |
|
|
2018
Q2 | – | Sell |
-580
| Closed | -$12K | – | 2889 |
|
|
2018
Q1 | $12K | Buy |
580
+40
| +7% | +$885 | ﹤0.01% | 2464 |
|
|
2017
Q4 | $12K | Hold |
540
| – | – | ﹤0.01% | 2598 |
|
|
2017
Q3 | $8K | Sell |
540
-40
| -7% | -$590 | ﹤0.01% | 2644 |
|
|
2017
Q2 | $9K | Sell |
580
-3,384
| -85% | -$51.1K | ﹤0.01% | 2731 |
|
|
2017
Q1 | $64K | Buy |
3,964
+136
| +4% | +$2.41K | ﹤0.01% | 2332 |
|
|
2016
Q4 | $70K | Buy |
+3,828
| New | +$60.4K | ﹤0.01% | 2330 |
|
|
2015
Q1 | – | Sell |
-340
| Closed | -$5K | – | 2311 |
|
|
2014
Q4 | $5K | Hold |
340
| – | – | ﹤0.01% | 2148 |
|
|
2014
Q3 | $4K | Hold |
340
| – | – | ﹤0.01% | 2362 |
|
|
2014
Q2 | $4K | Buy |
+340
| New | +$3.83K | ﹤0.01% | 2372 |
|
Other funds holding PIPR
VPM
VCM
SIMG