Loring Wolcott & Coolidge Fiduciary Advisors’s Piper Sandler PIPR Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2023 Q3	–	Sell	-180	Closed	-$5.82K	–	641
2023 Q2	$5.82K	Hold	180	–	–	﹤0.01%	569
2023 Q1	$6.24K	Hold	180	–	–	﹤0.01%	539
2022 Q4	$5.86K	Hold	180	–	–	﹤0.01%	526
2022 Q3	$5K	Hold	180	–	–	﹤0.01%	553
2022 Q2	$5K	Hold	180	–	–	﹤0.01%	577
2022 Q1	$6K	Hold	180	–	–	﹤0.01%	578
2021 Q4	$8K	Hold	180	–	–	﹤0.01%	632
2021 Q3	$6K	Sell	180 -32	-15%	-$1.07K	﹤0.01%	646
2021 Q2	$7K	Buy	+212	New	+$6.49K	﹤0.01%	701
2021 Q1	–	Sell	-212	Closed	-$5K	–	592
2020 Q4	$5K	Buy	212 +32	+18%	+$726	﹤0.01%	690
2020 Q3	$3K	Hold	180	–	–	﹤0.01%	562
2020 Q2	$3K	Hold	180	–	–	﹤0.01%	556
2020 Q1	$2K	Hold	180	–	–	﹤0.01%	620
2019 Q4	$4K	Buy	+180	New	+$3.49K	﹤0.01%	619

Other funds holding PIPR

BlackRock New York $5.72T 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

WHG

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SIMG

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

GKIM

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's PIPR Position: Q3 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Piper Sandler (PIPR) in Q3 2023, closing a stake of 180 shares — an estimated $5.82K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PIPR in Q4 2019 and held it in 14 quarters. The position peaked at $8K in Q4 2021. 240 funds tracked by Wall St. Rank hold PIPR as of Q3 2023.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Piper Sandler position as of Q3 2023 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 180 Piper Sandler shares in Q3 2023, an estimated $5.82K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Piper Sandler in Q4 2019 and held it in 14 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Piper Sandler position peaked at $8K in Q4 2021.
240 funds tracked by Wall St. Rank held Piper Sandler as of Q3 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.