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Private Wealth Partners’s Piper Sandler PIPR Stock Holding History

Private Wealth Partners’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
-8,860
Closed -$664K – 173
2024
Q4 		$664K Buy
+8,860
New +$689K 0.05% 112

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

Private Wealth Partners's PIPR Position: Q1 2025 in Review

Private Wealth Partners sold out of Piper Sandler (PIPR) in Q1 2025, closing a stake of 8,860 shares — an estimated $664K sold.

Private Wealth Partners first reported a position in PIPR in Q4 2024 and held it in 1 quarter. The position peaked at $664K in Q4 2024. 358 funds tracked by Wall St. Rank hold PIPR as of Q1 2025.

  • Private Wealth Partners reported no remaining Piper Sandler position as of Q1 2025 after selling out during the quarter.
  • Private Wealth Partners sold 8,860 Piper Sandler shares in Q1 2025, an estimated $664K.
  • Private Wealth Partners first reported a position in Piper Sandler in Q4 2024 and held it in 1 quarter.
  • Private Wealth Partners's Piper Sandler position peaked at $664K in Q4 2024.
  • 358 funds tracked by Wall St. Rank held Piper Sandler as of Q1 2025.

Based on Private Wealth Partners's 13F filing for Q1 2025, filed 22 Apr 2025.