Atlas Private Wealth Advisors’s Premier PINC Stock Holding History

Atlas Private Wealth Advisors’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
2021 Q4	–	Sell	-200	Closed	-$8K	–	556
2021 Q3	$8K	Hold	200	–	–	﹤0.01%	506
2021 Q2	$7K	Hold	200	–	–	﹤0.01%	526
2021 Q1	$7K	Hold	200	–	–	﹤0.01%	551
2020 Q4	$7K	Hold	200	–	–	﹤0.01%	474
2020 Q3	$7K	Hold	200	–	–	0.01%	439
2020 Q2	$7K	Buy	+200	New	+$6.57K	0.01%	465

Other funds holding PINC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Atlas Private Wealth Advisors's PINC Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Premier (PINC) in Q4 2021, closing a stake of 200 shares — an estimated $8K sold.

Atlas Private Wealth Advisors first reported a position in PINC in Q2 2020 and held it in 6 quarters. The position peaked at $8K in Q3 2021. 239 funds tracked by Wall St. Rank hold PINC as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Premier position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 200 Premier shares in Q4 2021, an estimated $8K.
Atlas Private Wealth Advisors first reported a position in Premier in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Premier position peaked at $8K in Q3 2021.
239 funds tracked by Wall St. Rank held Premier as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.