WCM
PIPR icon

Wealthcare Capital Management’s Piper Sandler PIPR Stock Holding History

Wealthcare Capital Management’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
2017
Q2 		– Sell
-4
Closed – – 196
2017
Q1 		$0 Hold
4
– – ﹤0.01% 196
2016
Q4 		$0 Hold
4
– – ﹤0.01% 208
2016
Q3 		$0 Hold
4
– – ﹤0.01% 207
2016
Q2 		$0 Hold
4
– – ﹤0.01% 214
2016
Q1 		$0 Hold
4
– – ﹤0.01% 227
2015
Q4 		$0 Hold
4
– – ﹤0.01% 246
2015
Q3 		$0 Sell
4
-200
-98% -$2.05K ﹤0.01% 348
2015
Q2 		$2K Sell
204
-540
-73% -$6.74K ﹤0.01% 330
2015
Q1 		$10K Buy
744
+740
+18,500% +$10.1K ﹤0.01% 500
2014
Q4 		$0 Buy
+4
New +$55 ﹤0.01% 250

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return