Sageworth Trust Company of South Dakota’s Piper Sandler PIPR Stock Holding History

Sageworth Trust Company of South Dakota’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 Q2	–	Sell	-68	Closed	-$2.36K	–	159
2023 Q1	$2.36K	Hold	68	–	–	0.01%	184
2022 Q4	$2K	Hold	68	–	–	﹤0.01%	213
2022 Q3	$2K	Sell	68 -40	-37%	-$1.17K	﹤0.01%	200
2022 Q2	$3K	Sell	108 -108	-50%	-$3.26K	0.01%	317
2022 Q1	$7K	Sell	216 -40	-16%	-$1.47K	0.01%	250
2021 Q4	$11K	Buy	+256	New	+$10.9K	0.02%	356

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

SIMG

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

GKIM

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Sageworth Trust Company of South Dakota's PIPR Position: Q2 2023 in Review

Sageworth Trust Company of South Dakota sold out of Piper Sandler (PIPR) in Q2 2023, closing a stake of 68 shares — an estimated $2.36K sold.

Sageworth Trust Company of South Dakota first reported a position in PIPR in Q4 2021 and held it in 6 quarters. The position peaked at $11K in Q4 2021. 234 funds tracked by Wall St. Rank hold PIPR as of Q2 2023.

Sageworth Trust Company of South Dakota reported no remaining Piper Sandler position as of Q2 2023 after selling out during the quarter.
Sageworth Trust Company of South Dakota sold 68 Piper Sandler shares in Q2 2023, an estimated $2.36K.
Sageworth Trust Company of South Dakota first reported a position in Piper Sandler in Q4 2021 and held it in 6 quarters.
Sageworth Trust Company of South Dakota's Piper Sandler position peaked at $11K in Q4 2021.
234 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2023.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q2 2023, filed 3 Aug 2023.