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Ritholtz Wealth Management’s Piper Sandler PIPR Stock Holding History

Ritholtz 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
2022
Q1 		– Sell
-4,980
Closed -$222K – 602
2021
Q4 		$222K Buy
+4,980
New +$212K 0.01% 478

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Ritholtz Wealth Management's PIPR Position: Q1 2022 in Review

Ritholtz Wealth Management sold out of Piper Sandler (PIPR) in Q1 2022, closing a stake of 4,980 shares — an estimated $222K sold.

Ritholtz Wealth Management first reported a position in PIPR in Q4 2021 and held it in 1 quarter. The position peaked at $222K in Q4 2021. 261 funds tracked by Wall St. Rank hold PIPR as of Q1 2022.

  • Ritholtz Wealth Management reported no remaining Piper Sandler position as of Q1 2022 after selling out during the quarter.
  • Ritholtz Wealth Management sold 4,980 Piper Sandler shares in Q1 2022, an estimated $222K.
  • Ritholtz Wealth Management first reported a position in Piper Sandler in Q4 2021 and held it in 1 quarter.
  • Ritholtz Wealth Management's Piper Sandler position peaked at $222K in Q4 2021.
  • 261 funds tracked by Wall St. Rank held Piper Sandler as of Q1 2022.

Based on Ritholtz Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.