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PIPR icon

Surevest’s Piper Sandler PIPR Stock Holding History

Surevest’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
Q3 		$3K Hold
96
– – ﹤0.01% 370
2022
Q2 		$3K Hold
96
– – ﹤0.01% 387
2022
Q1 		$3K Hold
96
– – ﹤0.01% 368
2021
Q4 		$4K Buy
+96
New +$4.08K ﹤0.01% 345

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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 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
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Surevest's PIPR Position: Q3 2022 in Review

Surevest held its Piper Sandler (PIPR) position steady in Q3 2022 at 96 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #370.

Surevest first reported a position in PIPR in Q4 2021 and has held it in 4 quarters since. The position peaked at $4K in Q4 2021. 242 funds tracked by Wall St. Rank hold PIPR as of Q3 2022.

  • Surevest held 96 shares of Piper Sandler worth $3K as of Q3 2022.
  • Surevest left its Piper Sandler share count unchanged in Q3 2022.
  • Piper Sandler made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #370 holding.
  • Surevest first reported a position in Piper Sandler in Q4 2021 and has held it in 4 quarters since.
  • Surevest's Piper Sandler position peaked at $4K in Q4 2021.
  • 242 funds tracked by Wall St. Rank held Piper Sandler as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.