AFWM
PINC

Abich Financial Wealth Management’s Premier PINC Stock Holding History

Abich Financial Wealth Management’s Portfolio PINC Stock Details PINC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$22.3K Sell
1,116
-1,556
-58% -$30.9K 0.05% 148
2024
Q2 		$49.9K Buy
2,672
+721
+37% +$14.3K 0.03% 165
2024
Q1 		$43.1K Buy
1,951
+650
+50% +$14.1K 0.03% 160
2023
Q4 		$29.1K Buy
+1,301
New +$26.9K 0.03% 155

Other funds holding PINC

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Abich Financial Wealth Management's PINC Position: Q3 2024 in Review

Abich Financial Wealth Management reduced its Premier (PINC) stake by 58% in Q3 2024, selling an estimated $30.9K and leaving 1,116 shares worth $22.3K. The position accounts for 0.05% of the portfolio, ranked #148.

Abich Financial Wealth Management first reported a position in PINC in Q4 2023 and has held it in 4 quarters since. The position peaked at $49.9K in Q2 2024. 263 funds tracked by Wall St. Rank hold PINC as of Q3 2024.

  • Abich Financial Wealth Management held 1,116 shares of Premier worth $22.3K as of Q3 2024.
  • Abich Financial Wealth Management sold 1,556 Premier shares in Q3 2024, an estimated $30.9K.
  • Premier made up 0.05% of Abich Financial Wealth Management's portfolio in Q3 2024, its #148 holding.
  • Abich Financial Wealth Management first reported a position in Premier in Q4 2023 and has held it in 4 quarters since.
  • Abich Financial Wealth Management's Premier position peaked at $49.9K in Q2 2024.
  • 263 funds tracked by Wall St. Rank held Premier as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.