Lenox Wealth Advisors’s Piper Sandler PIPR Stock Holding History

Lenox Wealth 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
2021 Q1	–	Sell	-120	Closed	-$3K	–	742
2020 Q4	$3K	Hold	120	–	–	﹤0.01%	559
2020 Q3	$2K	Hold	120	–	–	﹤0.01%	523
2020 Q2	$2K	Hold	120	–	–	﹤0.01%	527
2020 Q1	$2K	Hold	120	–	–	﹤0.01%	606
2019 Q4	$2K	Hold	120	–	–	﹤0.01%	619
2019 Q3	$2K	Buy	+120	New	+$2.24K	﹤0.01%	521

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

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

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

WHG

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

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 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

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

Lenox Wealth Advisors's PIPR Position: Q1 2021 in Review

Lenox Wealth Advisors sold out of Piper Sandler (PIPR) in Q1 2021, closing a stake of 120 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in PIPR in Q3 2019 and held it in 6 quarters. The position peaked at $3K in Q4 2020. 215 funds tracked by Wall St. Rank hold PIPR as of Q1 2021.

Lenox Wealth Advisors reported no remaining Piper Sandler position as of Q1 2021 after selling out during the quarter.
Lenox Wealth Advisors sold 120 Piper Sandler shares in Q1 2021, an estimated $3K.
Lenox Wealth Advisors first reported a position in Piper Sandler in Q3 2019 and held it in 6 quarters.
Lenox Wealth Advisors's Piper Sandler position peaked at $3K in Q4 2020.
215 funds tracked by Wall St. Rank held Piper Sandler as of Q1 2021.

Based on Lenox Wealth Advisors's 13F filing for Q1 2021, filed 26 Apr 2021.