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V Wealth Advisors’s Piper Sandler PIPR Stock Holding History

V 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
Q3 		$218K Buy
+6,000
New +$217K 0.17% 101
2023
Q2 		– Sell
-6,000
Closed -$208K – 401
2023
Q1 		$208K Buy
+6,000
New +$214K 0.04% 356

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
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

V Wealth Advisors's PIPR Position: Q3 2023 in Review

V Wealth Advisors opened a new position in Piper Sandler (PIPR) in Q3 2023: 6,000 shares worth $218K. The stake represents 0.17% of the portfolio and ranks #101 among its holdings. This is a return to the name: V Wealth Advisors previously reported a position in PIPR as recently as Q1 2023.

V Wealth Advisors first reported a position in PIPR in Q1 2023 and has held it in 2 quarters since. 240 funds tracked by Wall St. Rank hold PIPR as of Q3 2023.

  • V Wealth Advisors held 6,000 shares of Piper Sandler worth $218K as of Q3 2023.
  • Piper Sandler was a new V Wealth Advisors position in Q3 2023.
  • Piper Sandler made up 0.17% of V Wealth Advisors's portfolio in Q3 2023, its #101 holding.
  • V Wealth Advisors first reported a position in Piper Sandler in Q1 2023 and has held it in 2 quarters since.
  • 240 funds tracked by Wall St. Rank held Piper Sandler as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.