PFO
PIPR icon

Pathstone Family Office’s Piper Sandler PIPR Stock Holding History

Pathstone Family Office’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
Q1 		– Sell
-160
Closed -$4K – 1179
2020
Q4 		$4K Hold
160
– – ﹤0.01% 982
2020
Q3 		$3K Hold
160
– – ﹤0.01% 690
2020
Q2 		$2K Hold
160
– – ﹤0.01% 639
2020
Q1 		$2K Buy
+160
New +$2.85K ﹤0.01% 695
2019
Q4 		– Sell
-160
Closed -$3K – 570
2019
Q3 		$3K Hold
160
– – ﹤0.01% 557
2019
Q2 		$3K Hold
160
– – ﹤0.01% 579
2019
Q1 		$3K Buy
+160
New +$2.84K ﹤0.01% 706

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
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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