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GFPC
Global Financial Private Client’s
Piper Sandler
PIPR
Stock Holding History
Global Financial Private Client’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
2025
Q2
–
Sell
-32
Closed
-$1.98K
–
1225
2025
Q1
$1.98K
Buy
32
+12
+60%
+$859
﹤0.01%
866
2024
Q4
$1.5K
Buy
20
+4
+25%
+$311
﹤0.01%
744
2024
Q3
$1.14K
Hold
16
–
–
﹤0.01%
750
2024
Q2
$921
Hold
16
–
–
﹤0.01%
623
2024
Q1
$789
Hold
16
–
–
﹤0.01%
654
2023
Q4
$699
Hold
16
–
–
﹤0.01%
646
2023
Q3
$573
Hold
16
–
–
﹤0.01%
642
2023
Q2
$526
Hold
16
–
–
﹤0.01%
645
2023
Q1
$547
Hold
16
–
–
﹤0.01%
649
2022
Q4
$521
Hold
16
–
–
﹤0.01%
642
2022
Q3
$433
Hold
16
–
–
﹤0.01%
622
2022
Q2
$448
Hold
16
–
–
﹤0.01%
617
2022
Q1
$525
Hold
16
–
–
﹤0.01%
627
2021
Q4
$714
Hold
16
–
–
﹤0.01%
606
2021
Q3
$569
Hold
16
–
–
﹤0.01%
568
2021
Q2
$521
Hold
16
–
–
﹤0.01%
577
2021
Q1
$450
Hold
16
–
–
﹤0.01%
554
2020
Q4
$404
Hold
16
–
–
﹤0.01%
540
2020
Q3
$294
Hold
16
–
–
﹤0.01%
456
2020
Q2
$230
Hold
16
–
–
﹤0.01%
501
2020
Q1
$190
Hold
16
–
–
﹤0.01%
523
2019
Q4
$320
Buy
+16
New
+$310
﹤0.01%
534
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30.48%
1-Year Est. Return
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$6.9T AUM
27.45%
1-Year Est. Return
Invesco
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$1.02T AUM
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1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Fidelity Investments
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$1.9T AUM
41.92%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
WHG
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Dallas, Texas
$13.7B AUM
21.48%
1-Year Est. Return
GKIM
GW&K Investment Management
Boston, Massachusetts
$11.3B AUM
31.98%
1-Year Est. Return
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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