PWM
PIPR icon

PRW Wealth Management’s Piper Sandler PIPR Stock Holding History

PRW Wealth Management’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
2023
Q3 		$7.12M Hold
205,592
– – 2.71% 11
2023
Q2 		$7.36M Hold
205,592
– – 2.53% 10
2023
Q1 		$6.96M Buy
+205,592
New +$7.33M 2.72% 11
2021
Q2 		– Sell
-205,592
Closed -$5.64M – 283
2021
Q1 		$5.64M Buy
+205,592
New +$5.45M 2.76% 8
2020
Q2 		– Sell
-205,592
Closed -$2.6M – 84
2020
Q1 		$2.6M Buy
+205,592
New +$3.66M 3.15% 7
2019
Q3 		– Sell
-205,592
Closed -$3.82M – 50
2019
Q2 		$3.82M Hold
205,592
– – 4.23% 8
2019
Q1 		$3.74M Buy
+205,592
New +$3.65M 3.48% 8

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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return