TCI Wealth Advisors’s Piper Sandler PIPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-328
| Closed | -$11.4K | – | 1661 |
|
|
2023
Q1 | $11.4K | Buy |
328
+180
| +122% | +$6.41K | ﹤0.01% | 1003 |
|
|
2022
Q4 | $4.82K | Sell |
148
-360
| -71% | -$11.8K | ﹤0.01% | 1549 |
|
|
2022
Q3 | $13K | Buy |
508
+8
| +2% | +$233 | ﹤0.01% | 873 |
|
|
2022
Q2 | $14K | Buy |
500
+208
| +71% | +$6.28K | ﹤0.01% | 814 |
|
|
2022
Q1 | $10K | Sell |
292
-12
| -4% | -$442 | ﹤0.01% | 1111 |
|
|
2021
Q4 | $14K | Hold |
304
| – | – | ﹤0.01% | 930 |
|
|
2021
Q3 | $11K | Buy |
304
+44
| +17% | +$1.47K | ﹤0.01% | 1050 |
|
|
2021
Q2 | $8K | Buy |
260
+44
| +20% | +$1.35K | ﹤0.01% | 1129 |
|
|
2021
Q1 | $6K | Buy |
216
+76
| +54% | +$2.02K | ﹤0.01% | 1167 |
|
|
2020
Q4 | $4K | Hold |
140
| – | – | ﹤0.01% | 1001 |
|
|
2020
Q3 | $3K | Hold |
140
| – | – | ﹤0.01% | 988 |
|
|
2020
Q2 | $2K | Buy |
140
+80
| +133% | +$1.13K | ﹤0.01% | 1102 |
|
|
2020
Q1 | $1K | Hold |
60
| – | – | ﹤0.01% | 1313 |
|
|
2019
Q4 | $1K | Hold |
60
| – | – | ﹤0.01% | 1408 |
|
|
2019
Q3 | $1K | Hold |
60
| – | – | ﹤0.01% | 1359 |
|
|
2019
Q2 | $1K | Hold |
60
| – | – | ﹤0.01% | 1273 |
|
|
2019
Q1 | $1K | Hold |
60
| – | – | ﹤0.01% | 1282 |
|
|
2018
Q4 | $1K | Hold |
60
| – | – | ﹤0.01% | 1281 |
|
|
2018
Q3 | $1K | Hold |
60
| – | – | ﹤0.01% | 1293 |
|
|
2018
Q2 | $1K | Hold |
60
| – | – | ﹤0.01% | 1351 |
|
|
2018
Q1 | $1K | Hold |
60
| – | – | ﹤0.01% | 1199 |
|
|
2017
Q4 | $1K | Hold |
60
| – | – | ﹤0.01% | 1244 |
|
|
2017
Q3 | $1K | Hold |
60
| – | – | ﹤0.01% | 1177 |
|
|
2017
Q2 | $1K | Hold |
60
| – | – | ﹤0.01% | 1192 |
|
|
2017
Q1 | $1K | Hold |
60
| – | – | ﹤0.01% | 1144 |
|
|
2016
Q4 | $1K | Hold |
60
| – | – | ﹤0.01% | 1212 |
|
|
2016
Q3 | $1K | Hold |
60
| – | – | ﹤0.01% | 1187 |
|
|
2016
Q2 | $1K | Hold |
60
| – | – | ﹤0.01% | 1121 |
|
|
2016
Q1 | $1K | Buy |
+60
| New | +$608 | ﹤0.01% | 1132 |
|
|
2015
Q2 | – | Sell |
-16
| Closed | – | – | 992 |
|
|
2015
Q1 | $0 | Hold |
16
| – | – | ﹤0.01% | 936 |
|
|
2014
Q4 | $0 | Buy |
+16
| New | +$220 | ﹤0.01% | 919 |
|
Other funds holding PIPR
WHG
SIMG
GKIM
TCI Wealth Advisors's PIPR Position: Q2 2023 in Review
TCI Wealth Advisors sold out of Piper Sandler (PIPR) in Q2 2023, closing a stake of 328 shares — an estimated $11.4K sold.
TCI Wealth Advisors first reported a position in PIPR in Q4 2014 and held it in 31 quarters. The position peaked at $14K in Q2 2022. 233 funds tracked by Wall St. Rank hold PIPR as of Q2 2023.
- TCI Wealth Advisors reported no remaining Piper Sandler position as of Q2 2023 after selling out during the quarter.
- TCI Wealth Advisors sold 328 Piper Sandler shares in Q2 2023, an estimated $11.4K.
- TCI Wealth Advisors first reported a position in Piper Sandler in Q4 2014 and held it in 31 quarters.
- TCI Wealth Advisors's Piper Sandler position peaked at $14K in Q2 2022.
- 233 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2023.
Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.