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Howe & Rusling’s Piper Sandler PIPR Stock Holding History

Howe & Rusling’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
2021
Q4 		– Sell
-136
Closed -$5K – 1052
2021
Q3 		$5K Buy
136
+36
+36% +$1.21K ﹤0.01% 662
2021
Q2 		$3K Hold
100
– – ﹤0.01% 756
2021
Q1 		$3K Sell
100
-16
-14% -$424 ﹤0.01% 759
2020
Q4 		$3K Buy
+116
New +$2.63K ﹤0.01% 747

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
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 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
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Howe & Rusling's PIPR Position: Q4 2021 in Review

Howe & Rusling sold out of Piper Sandler (PIPR) in Q4 2021, closing a stake of 136 shares — an estimated $5K sold.

Howe & Rusling first reported a position in PIPR in Q4 2020 and held it in 4 quarters. The position peaked at $5K in Q3 2021. 261 funds tracked by Wall St. Rank hold PIPR as of Q4 2021.

  • Howe & Rusling reported no remaining Piper Sandler position as of Q4 2021 after selling out during the quarter.
  • Howe & Rusling sold 136 Piper Sandler shares in Q4 2021, an estimated $5K.
  • Howe & Rusling first reported a position in Piper Sandler in Q4 2020 and held it in 4 quarters.
  • Howe & Rusling's Piper Sandler position peaked at $5K in Q3 2021.
  • 261 funds tracked by Wall St. Rank held Piper Sandler as of Q4 2021.

Based on Howe & Rusling's 13F filing for Q4 2021, filed 14 Feb 2022.