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Indiana Trust & Investment Management’s Piper Sandler PIPR Stock Holding History

Indiana Trust & Investment Management’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
Q2 		– Sell
-724
Closed -$35.9K – 479
2024
Q1 		$35.9K Hold
724
– – 0.01% 300
2023
Q4 		$31.7K Hold
724
– – 0.01% 288
2023
Q3 		$26.3K Buy
+724
New +$26.2K 0.01% 306

Other funds holding PIPR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Indiana Trust & Investment Management's PIPR Position: Q2 2024 in Review

Indiana Trust & Investment Management sold out of Piper Sandler (PIPR) in Q2 2024, closing a stake of 724 shares — an estimated $35.9K sold.

Indiana Trust & Investment Management first reported a position in PIPR in Q3 2023 and held it in 3 quarters. The position peaked at $35.9K in Q1 2024. 311 funds tracked by Wall St. Rank hold PIPR as of Q2 2024.

  • Indiana Trust & Investment Management reported no remaining Piper Sandler position as of Q2 2024 after selling out during the quarter.
  • Indiana Trust & Investment Management sold 724 Piper Sandler shares in Q2 2024, an estimated $35.9K.
  • Indiana Trust & Investment Management first reported a position in Piper Sandler in Q3 2023 and held it in 3 quarters.
  • Indiana Trust & Investment Management's Piper Sandler position peaked at $35.9K in Q1 2024.
  • 311 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2024.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2024, filed 10 Jul 2024.