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First Trust Direct Indexing’s Piper Sandler PIPR Stock Holding History

First Trust Direct Indexing’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
2024
Q4 		– Sell
-3,628
Closed -$257K – 669
2024
Q3 		$257K Hold
3,628
– – 0.01% 807
2024
Q2 		$209K Buy
+3,628
New +$186K 0.01% 818
2021
Q1 		– Sell
-3,016
Closed -$76K – 829
2020
Q4 		$76K Buy
+3,016
New +$68.4K 0.02% 609

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

First Trust Direct Indexing's PIPR Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Piper Sandler (PIPR) in Q4 2024, closing a stake of 3,628 shares — an estimated $257K sold.

First Trust Direct Indexing first reported a position in PIPR in Q4 2020 and held it in 3 quarters. The position peaked at $257K in Q3 2024. 350 funds tracked by Wall St. Rank hold PIPR as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Piper Sandler position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 3,628 Piper Sandler shares in Q4 2024, an estimated $257K.
  • First Trust Direct Indexing first reported a position in Piper Sandler in Q4 2020 and held it in 3 quarters.
  • First Trust Direct Indexing's Piper Sandler position peaked at $257K in Q3 2024.
  • 350 funds tracked by Wall St. Rank held Piper Sandler as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.