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McClarren Financial Advisors’s Piper Sandler PIPR Stock Holding History

McClarren 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
2023
Q2 		– Sell
-4
Closed – – 434
2023
Q1 		$0 Hold
4
– – ﹤0.01% 431
2022
Q4 		$0 Buy
+4
New +$131 ﹤0.01% 438

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Dimensional Fund Advisors
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
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

McClarren Financial Advisors's PIPR Position: Q2 2023 in Review

McClarren Financial Advisors sold out of Piper Sandler (PIPR) in Q2 2023, closing a stake of 4 shares.

McClarren Financial Advisors first reported a position in PIPR in Q4 2022 and held it in 2 quarters. The position peaked at $0 in Q1 2023. 234 funds tracked by Wall St. Rank hold PIPR as of Q2 2023.

  • McClarren Financial Advisors reported no remaining Piper Sandler position as of Q2 2023 after selling out during the quarter.
  • McClarren Financial Advisors sold 4 Piper Sandler shares in Q2 2023.
  • McClarren Financial Advisors first reported a position in Piper Sandler in Q4 2022 and held it in 2 quarters.
  • McClarren Financial Advisors's Piper Sandler position peaked at $0 in Q1 2023.
  • 234 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2023.

Based on McClarren Financial Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.