NWM
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Northwest Wealth Management’s Piper Sandler PIPR Stock Holding History

Northwest 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
2019
Q2 		– Sell
-8
Closed – – 374
2019
Q1 		$0 Hold
8
– – ﹤0.01% 546
2018
Q4 		$0 Hold
8
– – ﹤0.01% 534
2018
Q3 		$0 Hold
8
– – ﹤0.01% 532
2018
Q2 		$0 Hold
8
– – ﹤0.01% 531
2018
Q1 		$0 Buy
+8
New +$177 ﹤0.01% 532

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Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwest Wealth Management's PIPR Position: Q2 2019 in Review

Northwest Wealth Management sold out of Piper Sandler (PIPR) in Q2 2019, closing a stake of 8 shares.

Northwest Wealth Management first reported a position in PIPR in Q1 2018 and held it in 5 quarters. The position peaked at $0 in Q1 2019. 202 funds tracked by Wall St. Rank hold PIPR as of Q2 2019.

  • Northwest Wealth Management reported no remaining Piper Sandler position as of Q2 2019 after selling out during the quarter.
  • Northwest Wealth Management sold 8 Piper Sandler shares in Q2 2019.
  • Northwest Wealth Management first reported a position in Piper Sandler in Q1 2018 and held it in 5 quarters.
  • Northwest Wealth Management's Piper Sandler position peaked at $0 in Q1 2019.
  • 202 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.