Liberty Wealth Management’s Piper Sandler PIPR Stock Holding History

Liberty 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
2021 Q4	–	Sell	-124	Closed	-$4K	–	839
2021 Q3	$4K	Hold	124	–	–	﹤0.01%	981
2021 Q2	$4K	Hold	124	–	–	﹤0.01%	841
2021 Q1	$2K	Hold	124	–	–	﹤0.01%	829
2020 Q4	$2K	Hold	124	–	–	﹤0.01%	826
2020 Q3	$2K	Hold	124	–	–	﹤0.01%	774
2020 Q2	$2K	Hold	124	–	–	﹤0.01%	749
2020 Q1	$2K	Hold	124	–	–	﹤0.01%	744
2019 Q4	$2K	Hold	124	–	–	﹤0.01%	781
2019 Q3	$2K	Hold	124	–	–	﹤0.01%	751
2019 Q2	$2K	Hold	124	–	–	﹤0.01%	771
2019 Q1	$2K	Hold	124	–	–	﹤0.01%	640
2018 Q4	$2K	Buy	+124	New	+$2.16K	﹤0.01%	682

Other funds holding PIPR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Lord, Abbett & Co

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return