PSI Advisors’s Piper Sandler PIPR Stock Holding History

PSI 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
2024 Q2	–	Sell	-12	Closed	-$595	–	895
2024 Q1	$595	Buy	+12	New	+$548	﹤0.01%	728

Other funds holding PIPR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PSI Advisors's PIPR Position: Q2 2024 in Review

PSI Advisors sold out of Piper Sandler (PIPR) in Q2 2024, closing a stake of 12 shares — an estimated $595 sold.

PSI Advisors first reported a position in PIPR in Q1 2024 and held it in 1 quarter. The position peaked at $595 in Q1 2024. 311 funds tracked by Wall St. Rank hold PIPR as of Q2 2024.

PSI Advisors reported no remaining Piper Sandler position as of Q2 2024 after selling out during the quarter.
PSI Advisors sold 12 Piper Sandler shares in Q2 2024, an estimated $595.
PSI Advisors first reported a position in Piper Sandler in Q1 2024 and held it in 1 quarter.
PSI Advisors's Piper Sandler position peaked at $595 in Q1 2024.
311 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2024.

Based on PSI Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.