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WealthPLAN Partners’s Piper Sandler PIPR Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-848
Closed -$27.4K – 907
2023
Q2 		$27.4K Hold
848
– – ﹤0.01% 619
2023
Q1 		$29.4K Buy
+848
New +$30.2K ﹤0.01% 652

Other funds holding PIPR

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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
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

WealthPLAN Partners's PIPR Position: Q3 2023 in Review

WealthPLAN Partners sold out of Piper Sandler (PIPR) in Q3 2023, closing a stake of 848 shares — an estimated $27.4K sold.

WealthPLAN Partners first reported a position in PIPR in Q1 2023 and held it in 2 quarters. The position peaked at $29.4K in Q1 2023. 240 funds tracked by Wall St. Rank hold PIPR as of Q3 2023.

  • WealthPLAN Partners reported no remaining Piper Sandler position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 848 Piper Sandler shares in Q3 2023, an estimated $27.4K.
  • WealthPLAN Partners first reported a position in Piper Sandler in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Piper Sandler position peaked at $29.4K in Q1 2023.
  • 240 funds tracked by Wall St. Rank held Piper Sandler as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.