Envestnet Portfolio Solutions
PIPR icon

Envestnet Portfolio Solutions’s Piper Sandler PIPR Stock Holding History

Envestnet Portfolio Solutions’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
Q1 		$756K Sell
9,875
-2,201
-18% -$181K ﹤0.01% 740
2025
Q4 		$1.03M Sell
12,076
-64
-0.5% -$5.41K ﹤0.01% 749
2025
Q3 		$1.05M Sell
12,140
-868
-7% -$70.8K ﹤0.01% 717
2025
Q2 		$904K Buy
13,008
+4,948
+61% +$308K ﹤0.01% 826
2025
Q1 		$499K Buy
8,060
+840
+12% +$60.1K ﹤0.01% 1049
2024
Q4 		$541K Buy
7,220
+704
+11% +$54.8K ﹤0.01% 1209
2024
Q3 		$462K Buy
6,516
+160
+3% +$10.5K ﹤0.01% 1247
2024
Q2 		$366K Sell
6,356
-108
-2% -$5.53K ﹤0.01% 1271
2024
Q1 		$321K Sell
6,464
-400
-6% -$18.3K ﹤0.01% 1324
2023
Q4 		$300K Buy
6,864
+368
+6% +$14K ﹤0.01% 1289
2023
Q3 		$236K Buy
+6,496
New +$235K ﹤0.01% 1352

Other funds holding PIPR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return