MPS Loria Financial Planners’s Piper Sandler PIPR Stock Holding History

MPS Loria Financial Planners’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
2021 Q2	–	Sell	-212	Closed	-$5K	–	449
2021 Q1	$5K	Hold	212	–	–	﹤0.01%	350
2020 Q4	$5K	Hold	212	–	–	﹤0.01%	372
2020 Q3	$4K	Hold	212	–	–	﹤0.01%	281
2020 Q2	$3K	Buy	+212	New	+$2.99K	﹤0.01%	300
2017 Q3	–	Sell	-212	Closed	-$3K	–	270
2017 Q2	$3K	Buy	+212	New	+$3.2K	﹤0.01%	342

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

SIMG

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

WHG

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MPS Loria Financial Planners's PIPR Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Piper Sandler (PIPR) in Q2 2021, closing a stake of 212 shares — an estimated $5K sold.

MPS Loria Financial Planners first reported a position in PIPR in Q2 2017 and held it in 5 quarters. The position peaked at $5K in Q1 2021. 217 funds tracked by Wall St. Rank hold PIPR as of Q2 2021.

MPS Loria Financial Planners reported no remaining Piper Sandler position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 212 Piper Sandler shares in Q2 2021, an estimated $5K.
MPS Loria Financial Planners first reported a position in Piper Sandler in Q2 2017 and held it in 5 quarters.
MPS Loria Financial Planners's Piper Sandler position peaked at $5K in Q1 2021.
217 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.