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 $5.7T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return