LGT Financial Advisors’s Premier PINC Stock Holding History

LGT 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
2024 Q1	–	Sell	-231	Closed	-$5.17K	–	837
2023 Q4	$5.17K	Buy	231 +121	+110%	+$2.5K	0.01%	625
2023 Q3	$2.37K	Buy	+110	New	+$2.74K	﹤0.01%	799

Other funds holding PINC

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LGT Financial Advisors's PINC Position: Q1 2024 in Review

LGT Financial Advisors sold out of Premier (PINC) in Q1 2024, closing a stake of 231 shares — an estimated $5.17K sold.

LGT Financial Advisors first reported a position in PINC in Q3 2023 and held it in 2 quarters. The position peaked at $5.17K in Q4 2023. 260 funds tracked by Wall St. Rank hold PINC as of Q1 2024.

LGT Financial Advisors reported no remaining Premier position as of Q1 2024 after selling out during the quarter.
LGT Financial Advisors sold 231 Premier shares in Q1 2024, an estimated $5.17K.
LGT Financial Advisors first reported a position in Premier in Q3 2023 and held it in 2 quarters.
LGT Financial Advisors's Premier position peaked at $5.17K in Q4 2023.
260 funds tracked by Wall St. Rank held Premier as of Q1 2024.

Based on LGT Financial Advisors's 13F filing for Q1 2024, filed 2 May 2024.