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Wipfli Financial Advisors’s Piper Sandler PIPR Stock Holding History

Wipfli 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
2022
Q3 		$35K Buy
+1,320
New +$38.4K ﹤0.01% 1290

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
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Wipfli Financial Advisors's PIPR Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Piper Sandler (PIPR) in Q3 2022: 1,320 shares worth $35K. The stake represents ﹤0.01% of the portfolio and ranks #1290 among its holdings.

242 funds tracked by Wall St. Rank hold PIPR as of Q3 2022.

  • Wipfli Financial Advisors held 1,320 shares of Piper Sandler worth $35K as of Q3 2022.
  • Piper Sandler was a new Wipfli Financial Advisors position in Q3 2022.
  • Piper Sandler made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1290 holding.
  • 242 funds tracked by Wall St. Rank held Piper Sandler as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.