AF
PINC

Advisornet Financial’s Premier PINC Stock Holding History

Advisornet Financial’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
Q4 		– Sell
-72
Closed -$1.44K – 2199
2024
Q3 		$1.44K Buy
72
+35
+95% +$695 ﹤0.01% 1846
2024
Q2 		$691 Buy
37
+8
+28% +$159 ﹤0.01% 1887
2024
Q1 		$641 Sell
29
-3
-9% -$65 ﹤0.01% 1857
2023
Q4 		$716 Hold
32
– – ﹤0.01% 1995
2023
Q3 		$688 Buy
32
+4
+14% +$100 ﹤0.01% 1903
2023
Q2 		$774 Sell
28
-6
-18% -$171 ﹤0.01% 1946
2023
Q1 		$1.1K Buy
34
+3
+10% +$98 ﹤0.01% 1857
2022
Q4 		$1.08K Buy
+31
New +$1.03K ﹤0.01% 1810
2022
Q1 		– Sell
-47
Closed -$2K – 2163
2021
Q4 		$2K Buy
+47
New +$1.85K ﹤0.01% 1838

Other funds holding PINC

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return