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TRUE Private Wealth Advisors’s Piper Sandler PIPR Stock Holding History

TRUE Private 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
2021
Q1 		– Sell
-48
Closed -$1K – 572
2020
Q4 		$1K Hold
48
– – ﹤0.01% 715
2020
Q3 		$0 Hold
48
– – ﹤0.01% 729
2020
Q2 		$0 Hold
48
– – ﹤0.01% 730
2020
Q1 		$0 Sell
48
-36
-43% -$641 ﹤0.01% 793
2019
Q4 		$1K Buy
+84
New +$1.63K ﹤0.01% 779
2019
Q3 		– Sell
-80
Closed -$1K – 584
2019
Q2 		$1K Buy
+80
New +$1.51K ﹤0.01% 766
2018
Q4 		– Sell
-84
Closed -$1.57K – 734
2018
Q3 		$1.57K Buy
+84
New +$1.61K ﹤0.01% 1040

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
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TRUE Private Wealth Advisors's PIPR Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Piper Sandler (PIPR) in Q1 2021, closing a stake of 48 shares — an estimated $1K sold.

TRUE Private Wealth Advisors first reported a position in PIPR in Q3 2018 and held it in 7 quarters. The position peaked at $1.57K in Q3 2018. 215 funds tracked by Wall St. Rank hold PIPR as of Q1 2021.

  • TRUE Private Wealth Advisors reported no remaining Piper Sandler position as of Q1 2021 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 48 Piper Sandler shares in Q1 2021, an estimated $1K.
  • TRUE Private Wealth Advisors first reported a position in Piper Sandler in Q3 2018 and held it in 7 quarters.
  • TRUE Private Wealth Advisors's Piper Sandler position peaked at $1.57K in Q3 2018.
  • 215 funds tracked by Wall St. Rank held Piper Sandler as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.