PWM
PINC

Provident Wealth Management’s Premier PINC Stock Holding History

Provident 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
2020
Q4 		– Sell
-104
Closed -$3K – 211
2020
Q3 		$3K Buy
+104
New +$3.46K ﹤0.01% 232

Other funds holding PINC

Vanguard Group
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Provident Wealth Management's PINC Position: Q4 2020 in Review

Provident Wealth Management sold out of Premier (PINC) in Q4 2020, closing a stake of 104 shares — an estimated $3K sold.

Provident Wealth Management first reported a position in PINC in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 204 funds tracked by Wall St. Rank hold PINC as of Q4 2020.

  • Provident Wealth Management reported no remaining Premier position as of Q4 2020 after selling out during the quarter.
  • Provident Wealth Management sold 104 Premier shares in Q4 2020, an estimated $3K.
  • Provident Wealth Management first reported a position in Premier in Q3 2020 and held it in 1 quarter.
  • Provident Wealth Management's Premier position peaked at $3K in Q3 2020.
  • 204 funds tracked by Wall St. Rank held Premier as of Q4 2020.

Based on Provident Wealth Management's 13F filing for Q4 2020, filed 20 Jan 2021.