MilWealth Group’s Piper Sandler PIPR Stock Holding History

MilWealth Group’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	-92	Closed	-$2.97K	–	65
2023 Q2	$2.97K	Hold	92	–	–	﹤0.01%	54
2023 Q1	$3.19K	Hold	92	–	–	﹤0.01%	56
2022 Q4	$3K	Hold	92	–	–	﹤0.01%	54
2022 Q3	$2.41K	Hold	92	–	–	﹤0.01%	56
2022 Q2	$2.61K	Hold	92	–	–	﹤0.01%	66
2022 Q1	$3.02K	Hold	92	–	–	﹤0.01%	72
2021 Q4	$4.11K	Hold	92	–	–	﹤0.01%	98
2021 Q3	$3.19K	Hold	92	–	–	﹤0.01%	110
2021 Q2	$2.98K	Buy	+92	New	+$2.82K	﹤0.01%	55

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

MilWealth Group's PIPR Position: Q3 2023 in Review

MilWealth Group sold out of Piper Sandler (PIPR) in Q3 2023, closing a stake of 92 shares — an estimated $2.97K sold.

MilWealth Group first reported a position in PIPR in Q2 2021 and held it in 9 quarters. The position peaked at $4.11K in Q4 2021. 240 funds tracked by Wall St. Rank hold PIPR as of Q3 2023.

MilWealth Group reported no remaining Piper Sandler position as of Q3 2023 after selling out during the quarter.
MilWealth Group sold 92 Piper Sandler shares in Q3 2023, an estimated $2.97K.
MilWealth Group first reported a position in Piper Sandler in Q2 2021 and held it in 9 quarters.
MilWealth Group's Piper Sandler position peaked at $4.11K in Q4 2021.
240 funds tracked by Wall St. Rank held Piper Sandler as of Q3 2023.

Based on MilWealth Group's 13F filing for Q3 2023, filed 11 Oct 2023.