PFWA
PIPR icon

Paces Ferry Wealth Advisors’s Piper Sandler PIPR Stock Holding History

Paces Ferry Wealth Advisors’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
2020
Q4 		– Sell
-660
Closed -$12K – 837
2020
Q3 		$12K Buy
+660
New +$11.3K 0.01% 418

Other funds holding PIPR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Paces Ferry Wealth Advisors's PIPR Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Piper Sandler (PIPR) in Q4 2020, closing a stake of 660 shares — an estimated $12K sold.

Paces Ferry Wealth Advisors first reported a position in PIPR in Q3 2020 and held it in 1 quarter. The position peaked at $12K in Q3 2020. 221 funds tracked by Wall St. Rank hold PIPR as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Piper Sandler position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 660 Piper Sandler shares in Q4 2020, an estimated $12K.
  • Paces Ferry Wealth Advisors first reported a position in Piper Sandler in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Piper Sandler position peaked at $12K in Q3 2020.
  • 221 funds tracked by Wall St. Rank held Piper Sandler as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.