PFG
PIPR icon

Peterson Financial Group’s Piper Sandler PIPR Stock Holding History

Peterson Financial 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
2024
Q3 		$8.01K Buy
+112
New +$7.33K 0.03% 237

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Peterson Financial Group's PIPR Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Piper Sandler (PIPR) in Q3 2024: 112 shares worth $8.01K. The stake represents 0.03% of the portfolio and ranks #237 among its holdings.

334 funds tracked by Wall St. Rank hold PIPR as of Q3 2024.

  • Peterson Financial Group held 112 shares of Piper Sandler worth $8.01K as of Q3 2024.
  • Piper Sandler was a new Peterson Financial Group position in Q3 2024.
  • Piper Sandler made up 0.03% of Peterson Financial Group's portfolio in Q3 2024, its #237 holding.
  • 334 funds tracked by Wall St. Rank held Piper Sandler as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.