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Plante Moran Financial Advisors’s Piper Sandler PIPR Stock Holding History

Plante Moran Financial 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
2022
Q3 		– Sell
-44
Closed -$1K – 1034
2022
Q2 		$1K Buy
+44
New +$1.33K ﹤0.01% 933
2015
Q4 		– Sell
-560
Closed -$5K – 980
2015
Q3 		$5K Hold
560
– – ﹤0.01% 587
2015
Q2 		$6K Hold
560
– – ﹤0.01% 601
2015
Q1 		$7K Hold
560
– – ﹤0.01% 573
2014
Q4 		$8K Hold
560
– – 0.01% 588
2014
Q3 		$7K Hold
560
– – 0.01% 625
2014
Q2 		$7K Hold
560
– – 0.01% 617
2014
Q1 		$6K Hold
560
– – 0.01% 444
2013
Q4 		$6K Hold
560
– – ﹤0.01% 519
2013
Q3 		$5K Hold
560
– – ﹤0.01% 475
2013
Q2 		$4K Buy
+560
New +$4.71K ﹤0.01% 475

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WHG
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Dimensional Fund Advisors
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GKIM
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SIMG
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N
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Janus Henderson Group
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return