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Fieldpoint Private Securities’s Piper Sandler PIPR Stock Holding History

Fieldpoint Private Securities’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
Q2 		– Sell
-20
Closed -$1K – 1649
2022
Q1 		$1K Hold
20
– – ﹤0.01% 1596
2021
Q4 		$1K Hold
20
– – ﹤0.01% 1589
2021
Q3 		$1K Hold
20
– – ﹤0.01% 1591
2021
Q2 		$1K Hold
20
– – ﹤0.01% 1506
2021
Q1 		$1K Hold
20
– – ﹤0.01% 1508
2020
Q4 		$1K Buy
+20
New +$454 ﹤0.01% 1441

Other funds holding PIPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fieldpoint Private Securities's PIPR Position: Q2 2022 in Review

Fieldpoint Private Securities sold out of Piper Sandler (PIPR) in Q2 2022, closing a stake of 20 shares — an estimated $1K sold.

Fieldpoint Private Securities first reported a position in PIPR in Q4 2020 and held it in 6 quarters. The position peaked at $1K in Q1 2022. 247 funds tracked by Wall St. Rank hold PIPR as of Q2 2022.

  • Fieldpoint Private Securities reported no remaining Piper Sandler position as of Q2 2022 after selling out during the quarter.
  • Fieldpoint Private Securities sold 20 Piper Sandler shares in Q2 2022, an estimated $1K.
  • Fieldpoint Private Securities first reported a position in Piper Sandler in Q4 2020 and held it in 6 quarters.
  • Fieldpoint Private Securities's Piper Sandler position peaked at $1K in Q1 2022.
  • 247 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2022.

Based on Fieldpoint Private Securities's 13F filing for Q2 2022, filed 5 Aug 2022.