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Precision Wealth Strategies’s Piper Sandler PIPR Stock Holding History

Precision Wealth Strategies’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
2025
Q1 		– Sell
-5,428
Closed -$407K – 115
2024
Q4 		$407K Buy
+5,428
New +$422K 0.32% 71

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

Precision Wealth Strategies's PIPR Position: Q1 2025 in Review

Precision Wealth Strategies sold out of Piper Sandler (PIPR) in Q1 2025, closing a stake of 5,428 shares — an estimated $407K sold.

Precision Wealth Strategies first reported a position in PIPR in Q4 2024 and held it in 1 quarter. The position peaked at $407K in Q4 2024. 358 funds tracked by Wall St. Rank hold PIPR as of Q1 2025.

  • Precision Wealth Strategies reported no remaining Piper Sandler position as of Q1 2025 after selling out during the quarter.
  • Precision Wealth Strategies sold 5,428 Piper Sandler shares in Q1 2025, an estimated $407K.
  • Precision Wealth Strategies first reported a position in Piper Sandler in Q4 2024 and held it in 1 quarter.
  • Precision Wealth Strategies's Piper Sandler position peaked at $407K in Q4 2024.
  • 358 funds tracked by Wall St. Rank held Piper Sandler as of Q1 2025.

Based on Precision Wealth Strategies's 13F filing for Q1 2025, filed 17 Apr 2025.