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McGlone Suttner Wealth Management’s Piper Sandler PIPR Stock Holding History

McGlone Suttner 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
2024
Q1 		– Sell
-72
Closed -$3.15K – 608
2023
Q4 		$3.15K Buy
+72
New +$2.74K ﹤0.01% 631

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
Dimensional Fund Advisors
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
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

McGlone Suttner Wealth Management's PIPR Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Piper Sandler (PIPR) in Q1 2024, closing a stake of 72 shares — an estimated $3.15K sold.

McGlone Suttner Wealth Management first reported a position in PIPR in Q4 2023 and held it in 1 quarter. The position peaked at $3.15K in Q4 2023. 284 funds tracked by Wall St. Rank hold PIPR as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Piper Sandler position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 72 Piper Sandler shares in Q1 2024, an estimated $3.15K.
  • McGlone Suttner Wealth Management first reported a position in Piper Sandler in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Piper Sandler position peaked at $3.15K in Q4 2023.
  • 284 funds tracked by Wall St. Rank held Piper Sandler as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.