MG
PIPR icon

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
BlackRock New York $5.7T AUM 30.48% 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 $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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return