VFA
PIPR icon

Valeo Financial Advisors’s Piper Sandler PIPR Stock Holding History

Valeo Financial 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
-60
Closed -$2K – 2153
2020
Q4 		$2K Hold
60
– – ﹤0.01% 1535
2020
Q3 		$1K Hold
60
– – ﹤0.01% 1505
2020
Q2 		$1K Hold
60
– – ﹤0.01% 1930
2020
Q1 		$1K Hold
60
– – ﹤0.01% 1692
2019
Q4 		$1K Hold
60
– – ﹤0.01% 1557
2019
Q3 		$1K Hold
60
– – ﹤0.01% 1475
2019
Q2 		$1K Hold
60
– – ﹤0.01% 1486
2019
Q1 		$1K Hold
60
– – ﹤0.01% 1479
2018
Q4 		$1K Hold
60
– – ﹤0.01% 1407
2018
Q3 		$1K Hold
60
– – ﹤0.01% 1666
2018
Q2 		$1K Hold
60
– – ﹤0.01% 1502
2018
Q1 		$1K Hold
60
– – ﹤0.01% 1455
2017
Q4 		$1K Buy
+60
New +$1.08K ﹤0.01% 1304

Other funds holding PIPR

BlackRock
BlackRock New York $5.7T 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
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return