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Wealthspire Advisors (Maryland)’s Piper Sandler PIPR Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-176
Closed -$3K – 1590
2019
Q1 		$3K Buy
176
+64
+57% +$1.14K ﹤0.01% 2033
2018
Q4 		$2K Sell
112
-52
-32% -$907 ﹤0.01% 2112
2018
Q3 		$3K Buy
164
+68
+71% +$1.31K ﹤0.01% 2054
2018
Q2 		$2K Hold
96
– – ﹤0.01% 2185
2018
Q1 		$2K Hold
96
– – ﹤0.01% 2201
2017
Q4 		$2K Buy
+96
New +$1.73K ﹤0.01% 2153
2017
Q3 		– Sell
-132
Closed -$2K – 2408
2017
Q2 		$2K Buy
+132
New +$1.99K ﹤0.01% 1999

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PIPR Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Piper Sandler (PIPR) in Q2 2019, closing a stake of 176 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in PIPR in Q2 2017 and held it in 7 quarters. The position peaked at $3K in Q1 2019. 202 funds tracked by Wall St. Rank hold PIPR as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Piper Sandler position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 176 Piper Sandler shares in Q2 2019, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in Piper Sandler in Q2 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Piper Sandler position peaked at $3K in Q1 2019.
  • 202 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.