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Sutton Wealth Advisors’s Piper Sandler PIPR Stock Holding History

Sutton Wealth Advisors’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
Q1 		– Sell
-1,864
Closed -$60.7K – 1358
2022
Q4 		$60.7K Hold
1,864
– – 0.02% 336
2022
Q3 		$48.8K Sell
1,864
-20
-1% -$582 0.02% 380
2022
Q2 		$53.4K Buy
1,884
+24
+1% +$725 0.02% 366
2022
Q1 		$61K Hold
1,860
– – 0.02% 352
2021
Q4 		$83K Sell
1,860
-252
-12% -$10.7K 0.03% 296
2021
Q3 		$73.1K Sell
2,112
-124
-6% -$4.15K 0.03% 295
2021
Q2 		$72.4K Sell
2,236
-4
-0.2% -$123 0.03% 306
2021
Q1 		$61.4K Hold
2,240
– – 0.02% 343
2020
Q4 		$56.5K Sell
2,240
-180
-7% -$4.08K 0.02% 326
2020
Q3 		$44.2K Sell
2,420
-152
-6% -$2.59K 0.02% 325
2020
Q2 		$38K Sell
2,572
-168
-6% -$2.37K 0.02% 364
2020
Q1 		$34.6K Buy
2,740
+1,072
+64% +$19.1K 0.02% 343
2019
Q4 		$33.3K Hold
1,668
– – 0.02% 426
2019
Q3 		$31.5K Hold
1,668
– – 0.02% 436
2019
Q2 		$31K Hold
1,668
– – 0.02% 444
2019
Q1 		$30.4K Hold
1,668
– – 0.02% 437
2018
Q4 		$27.5K Hold
1,668
– – 0.02% 425
2018
Q3 		$31.8K Hold
1,668
– – 0.02% 418
2018
Q2 		$32K Hold
1,668
– – 0.02% 409
2018
Q1 		$34.6K Hold
1,668
– – 0.02% 378
2017
Q4 		$36K Hold
1,668
– – 0.03% 361
2017
Q3 		$24.7K Hold
1,668
– – 0.02% 473
2017
Q2 		$25K Hold
1,668
– – 0.02% 451
2017
Q1 		$26.6K Hold
1,668
– – 0.02% 405
2016
Q4 		$30.2K Hold
1,668
– – 0.03% 366
2016
Q3 		$20.1K Hold
1,668
– – 0.02% 459
2016
Q2 		$15.7K Hold
1,668
– – 0.01% 509
2016
Q1 		$20.7K Buy
+1,668
New +$16.9K 0.02% 430

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
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
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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Sutton Wealth Advisors's PIPR Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Piper Sandler (PIPR) in Q1 2023, closing a stake of 1,864 shares — an estimated $60.7K sold.

Sutton Wealth Advisors first reported a position in PIPR in Q1 2016 and held it in 28 quarters. The position peaked at $83K in Q4 2021. 246 funds tracked by Wall St. Rank hold PIPR as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Piper Sandler position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 1,864 Piper Sandler shares in Q1 2023, an estimated $60.7K.
  • Sutton Wealth Advisors first reported a position in Piper Sandler in Q1 2016 and held it in 28 quarters.
  • Sutton Wealth Advisors's Piper Sandler position peaked at $83K in Q4 2021.
  • 246 funds tracked by Wall St. Rank held Piper Sandler as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.