AWM
PINC

Avior Wealth Management’s Premier PINC Stock Holding History

Avior 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
2025
Q1 		– Sell
-41
Closed -$869 – 1889
2024
Q4 		$869 Hold
41
– – ﹤0.01% 2214
2024
Q3 		$820 Hold
41
– – ﹤0.01% 2096
2024
Q2 		$765 Sell
41
-89
-68% -$1.76K ﹤0.01% 2063
2024
Q1 		$2.87K Buy
+130
New +$2.81K ﹤0.01% 2212

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
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
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 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

Avior Wealth Management's PINC Position: Q1 2025 in Review

Avior Wealth Management sold out of Premier (PINC) in Q1 2025, closing a stake of 41 shares — an estimated $869 sold.

Avior Wealth Management first reported a position in PINC in Q1 2024 and held it in 4 quarters. The position peaked at $2.87K in Q1 2024. 266 funds tracked by Wall St. Rank hold PINC as of Q1 2025.

  • Avior Wealth Management reported no remaining Premier position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 41 Premier shares in Q1 2025, an estimated $869.
  • Avior Wealth Management first reported a position in Premier in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Premier position peaked at $2.87K in Q1 2024.
  • 266 funds tracked by Wall St. Rank held Premier as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.