SI
PIPR icon

Stephens Inc’s Piper Sandler PIPR Stock Holding History

Stephens Inc’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
-1,612
Closed -$80K – 1330
2024
Q1 		$80K Hold
1,612
– – ﹤0.01% 1259
2023
Q4 		$70.5K Hold
1,612
– – ﹤0.01% 1179
2023
Q3 		$58.6K Hold
1,612
– – ﹤0.01% 1134
2023
Q2 		$52.1K Buy
1,612
+1,412
+706% +$46.6K ﹤0.01% 1165
2023
Q1 		$6.93K Hold
200
– – ﹤0.01% 1184
2022
Q4 		$6.51K Hold
200
– – ﹤0.01% 1164
2022
Q3 		$5K Hold
200
– – ﹤0.01% 1197
2022
Q2 		$6K Hold
200
– – ﹤0.01% 1223
2022
Q1 		$7K Hold
200
– – ﹤0.01% 1313
2021
Q4 		$9K Hold
200
– – ﹤0.01% 1338
2021
Q3 		$7K Buy
+200
New +$6.7K ﹤0.01% 1347

Other funds holding PIPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
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
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Stephens Inc's PIPR Position: Q2 2024 in Review

Stephens Inc sold out of Piper Sandler (PIPR) in Q2 2024, closing a stake of 1,612 shares — an estimated $80K sold.

Stephens Inc first reported a position in PIPR in Q3 2021 and held it in 11 quarters. The position peaked at $80K in Q1 2024. 311 funds tracked by Wall St. Rank hold PIPR as of Q2 2024.

  • Stephens Inc reported no remaining Piper Sandler position as of Q2 2024 after selling out during the quarter.
  • Stephens Inc sold 1,612 Piper Sandler shares in Q2 2024, an estimated $80K.
  • Stephens Inc first reported a position in Piper Sandler in Q3 2021 and held it in 11 quarters.
  • Stephens Inc's Piper Sandler position peaked at $80K in Q1 2024.
  • 311 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2024.

Based on Stephens Inc's 13F filing for Q2 2024, filed 6 Aug 2024.