Lenox Wealth Management’s Piper Sandler PIPR Stock Holding History

Lenox Wealth 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
2020 Q2	$0	Hold	4	–	–	﹤0.01%	785
2020 Q1	$0	Hold	4	–	–	﹤0.01%	751
2019 Q4	$0	Hold	4	–	–	﹤0.01%	737
2019 Q3	$0	Hold	4	–	–	﹤0.01%	721
2019 Q2	$0	Hold	4	–	–	﹤0.01%	710
2019 Q1	$0	Hold	4	–	–	﹤0.01%	701
2018 Q4	$0	Hold	4	–	–	﹤0.01%	673
2018 Q3	$0	Hold	4	–	–	﹤0.01%	659
2018 Q2	$0	Hold	4	–	–	﹤0.01%	599
2018 Q1	$0	Hold	4	–	–	﹤0.01%	496
2017 Q4	$0	Hold	4	–	–	﹤0.01%	506
2017 Q3	$0	Hold	4	–	–	﹤0.01%	497
2017 Q2	$0	Buy	+4	New	+$60	﹤0.01%	504

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Lenox Wealth Management's PIPR Position: Q2 2020 in Review

Lenox Wealth Management held its Piper Sandler (PIPR) position steady in Q2 2020 at 4 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #785.

Lenox Wealth Management first reported a position in PIPR in Q2 2017 and has held it in 13 quarters since. 197 funds tracked by Wall St. Rank hold PIPR as of Q2 2020.

Lenox Wealth Management held 4 shares of Piper Sandler worth $0 as of Q2 2020.
Lenox Wealth Management left its Piper Sandler share count unchanged in Q2 2020.
Piper Sandler made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #785 holding.
Lenox Wealth Management first reported a position in Piper Sandler in Q2 2017 and has held it in 13 quarters since.
197 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.