ST
PIPR icon

Sageworth Trust’s Piper Sandler PIPR Stock Holding History

Sageworth Trust’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
-80
Closed -$2.77K – 349
2023
Q1 		$2.77K Hold
80
– – ﹤0.01% 430
2022
Q4 		$3K Hold
80
– – ﹤0.01% 316
2022
Q3 		$2K Hold
80
– – ﹤0.01% 321
2022
Q2 		$2K Hold
80
– – ﹤0.01% 352
2022
Q1 		$3K Hold
80
– – ﹤0.01% 297
2021
Q4 		$4K Sell
80
-280
-78% -$11.9K ﹤0.01% 462
2021
Q3 		$12K Hold
360
– – ﹤0.01% 509
2021
Q2 		$12K Buy
+360
New +$11K ﹤0.01% 545

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State Street
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WHG
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Dimensional Fund Advisors
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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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return