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Legacy Financial Advisors’s Piper Sandler PIPR Stock Holding History

Legacy Financial Advisors’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
2019
Q2 		– Sell
-620
Closed -$11K – 688
2019
Q1 		$11K Hold
620
– – ﹤0.01% 602
2018
Q4 		$10K Hold
620
– – ﹤0.01% 565
2018
Q3 		$11K Hold
620
– – ﹤0.01% 499
2018
Q2 		$12K Hold
620
– – ﹤0.01% 478
2018
Q1 		$12K Hold
620
– – ﹤0.01% 443
2017
Q4 		$13K Buy
+620
New +$11.2K 0.01% 433

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Legacy Financial Advisors's PIPR Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Piper Sandler (PIPR) in Q2 2019, closing a stake of 620 shares — an estimated $11K sold.

Legacy Financial Advisors first reported a position in PIPR in Q4 2017 and held it in 6 quarters. The position peaked at $13K in Q4 2017. 202 funds tracked by Wall St. Rank hold PIPR as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Piper Sandler position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 620 Piper Sandler shares in Q2 2019, an estimated $11K.
  • Legacy Financial Advisors first reported a position in Piper Sandler in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Piper Sandler position peaked at $13K in Q4 2017.
  • 202 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.