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TFO Wealth Partners’s Piper Sandler PIPR Stock Holding History

TFO Wealth Partners’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
-4
Closed -$198 – 580
2024
Q1 		$198 Hold
4
– – ﹤0.01% 490
2023
Q4 		$175 Hold
4
– – ﹤0.01% 677
2023
Q3 		$129 Hold
4
– – ﹤0.01% 939
2023
Q2 		$129 Hold
4
– – ﹤0.01% 614
2023
Q1 		$139 Sell
4
-100
-96% -$3.56K ﹤0.01% 573
2022
Q4 		$5.94K Buy
+104
New +$3.4K ﹤0.01% 151

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

TFO Wealth Partners's PIPR Position: Q2 2024 in Review

TFO Wealth Partners sold out of Piper Sandler (PIPR) in Q2 2024, closing a stake of 4 shares — an estimated $198 sold.

TFO Wealth Partners first reported a position in PIPR in Q4 2022 and held it in 6 quarters. The position peaked at $5.94K in Q4 2022. 311 funds tracked by Wall St. Rank hold PIPR as of Q2 2024.

  • TFO Wealth Partners reported no remaining Piper Sandler position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 4 Piper Sandler shares in Q2 2024, an estimated $198.
  • TFO Wealth Partners first reported a position in Piper Sandler in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Piper Sandler position peaked at $5.94K in Q4 2022.
  • 311 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.