LFA
PINC

Legend Financial Advisors’s Premier PINC Stock Holding History

Legend Financial 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
2023
Q2 		– Sell
-2,286
Closed -$74K – 226
2023
Q1 		$74K Hold
2,286
– – 0.06% 54
2022
Q4 		$80K Hold
2,286
– – 0.07% 59
2022
Q3 		$77.6K Buy
+2,286
New +$83.4K 0.07% 48

Other funds holding PINC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Legend Financial Advisors's PINC Position: Q2 2023 in Review

Legend Financial Advisors sold out of Premier (PINC) in Q2 2023, closing a stake of 2,286 shares — an estimated $74K sold.

Legend Financial Advisors first reported a position in PINC in Q3 2022 and held it in 3 quarters. The position peaked at $80K in Q4 2022. 258 funds tracked by Wall St. Rank hold PINC as of Q2 2023.

  • Legend Financial Advisors reported no remaining Premier position as of Q2 2023 after selling out during the quarter.
  • Legend Financial Advisors sold 2,286 Premier shares in Q2 2023, an estimated $74K.
  • Legend Financial Advisors first reported a position in Premier in Q3 2022 and held it in 3 quarters.
  • Legend Financial Advisors's Premier position peaked at $80K in Q4 2022.
  • 258 funds tracked by Wall St. Rank held Premier as of Q2 2023.

Based on Legend Financial Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.