Evoke Wealth’s Piper Sandler PIPR Stock Holding History

Evoke Wealth’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
2022 Q4	–	Sell	-672	Closed	-$18K	–	921
2022 Q3	$18K	Hold	672	–	–	﹤0.01%	658
2022 Q2	$19K	Hold	672	–	–	﹤0.01%	658
2022 Q1	$22K	Hold	672	–	–	﹤0.01%	644
2021 Q4	$30K	Hold	672	–	–	﹤0.01%	610
2021 Q3	$23K	Hold	672	–	–	﹤0.01%	618
2021 Q2	$22K	Hold	672	–	–	﹤0.01%	639
2021 Q1	$18K	Hold	672	–	–	﹤0.01%	608
2020 Q4	$17K	Hold	672	–	–	﹤0.01%	517
2020 Q3	$12K	Hold	672	–	–	﹤0.01%	535
2020 Q2	$10K	Hold	672	–	–	﹤0.01%	553
2020 Q1	$8.5K	Hold	672	–	–	﹤0.01%	526
2019 Q4	$13.4K	Hold	672	–	–	﹤0.01%	678
2019 Q3	$12.7K	Buy	+672	New	+$12.5K	﹤0.01%	775

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

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

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

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

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

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

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Evoke Wealth's PIPR Position: Q4 2022 in Review

Evoke Wealth sold out of Piper Sandler (PIPR) in Q4 2022, closing a stake of 672 shares — an estimated $18K sold.

Evoke Wealth first reported a position in PIPR in Q3 2019 and held it in 13 quarters. The position peaked at $30K in Q4 2021. 244 funds tracked by Wall St. Rank hold PIPR as of Q4 2022.

Evoke Wealth reported no remaining Piper Sandler position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 672 Piper Sandler shares in Q4 2022, an estimated $18K.
Evoke Wealth first reported a position in Piper Sandler in Q3 2019 and held it in 13 quarters.
Evoke Wealth's Piper Sandler position peaked at $30K in Q4 2021.
244 funds tracked by Wall St. Rank held Piper Sandler as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.