Kore Private Wealth’s Piper Sandler PIPR Stock Holding History

Kore Private Wealth’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
2020 Q3	–	Sell	-576	Closed	-$8K	–	858
2020 Q2	$8K	Hold	576	–	–	﹤0.01%	835
2020 Q1	$7K	Buy	+576	New	+$10.3K	﹤0.01%	751

Other funds holding PIPR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Kore Private Wealth's PIPR Position: Q3 2020 in Review

Kore Private Wealth sold out of Piper Sandler (PIPR) in Q3 2020, closing a stake of 576 shares — an estimated $8K sold.

Kore Private Wealth first reported a position in PIPR in Q1 2020 and held it in 2 quarters. The position peaked at $8K in Q2 2020. 198 funds tracked by Wall St. Rank hold PIPR as of Q3 2020.

Kore Private Wealth reported no remaining Piper Sandler position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 576 Piper Sandler shares in Q3 2020, an estimated $8K.
Kore Private Wealth first reported a position in Piper Sandler in Q1 2020 and held it in 2 quarters.
Kore Private Wealth's Piper Sandler position peaked at $8K in Q2 2020.
198 funds tracked by Wall St. Rank held Piper Sandler as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.