TWA
PINC

TCI Wealth Advisors’s Premier PINC Stock Holding History

TCI 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
2023
Q2 		– Sell
-201
Closed -$6.51K – 1659
2023
Q1 		$6.51K Buy
201
+17
+9% +$557 ﹤0.01% 1346
2022
Q4 		$6.44K Sell
184
-39
-17% -$1.3K ﹤0.01% 1360
2022
Q3 		$8K Buy
223
+48
+27% +$1.75K ﹤0.01% 1175
2022
Q2 		$6K Buy
175
+57
+48% +$2.08K ﹤0.01% 1384
2022
Q1 		$4K Buy
118
+108
+1,080% +$4.02K ﹤0.01% 1763
2021
Q4 		$0 Hold
10
– – ﹤0.01% 2462
2021
Q3 		$0 Hold
10
– – ﹤0.01% 2528
2021
Q2 		$0 Sell
10
-10
-50% -$345 ﹤0.01% 2418
2021
Q1 		$1K Buy
20
+3
+18% +$104 ﹤0.01% 2099
2020
Q4 		$1K Buy
17
+10
+143% +$345 ﹤0.01% 1432
2020
Q3 		$0 Sell
7
-11
-61% -$365 ﹤0.01% 1632
2020
Q2 		$1K Buy
18
+11
+157% +$361 ﹤0.01% 1318
2020
Q1 		$0 Buy
+7
New +$228 ﹤0.01% 1691
2019
Q4 		– Sell
-36
Closed -$1K – 1654
2019
Q3 		$1K Buy
36
+24
+200% +$894 ﹤0.01% 1358
2019
Q2 		$0 Buy
+12
New +$433 ﹤0.01% 1519

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

TCI Wealth Advisors's PINC Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Premier (PINC) in Q2 2023, closing a stake of 201 shares — an estimated $6.51K sold.

TCI Wealth Advisors first reported a position in PINC in Q2 2019 and held it in 15 quarters. The position peaked at $8K in Q3 2022. 258 funds tracked by Wall St. Rank hold PINC as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Premier position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 201 Premier shares in Q2 2023, an estimated $6.51K.
  • TCI Wealth Advisors first reported a position in Premier in Q2 2019 and held it in 15 quarters.
  • TCI Wealth Advisors's Premier position peaked at $8K in Q3 2022.
  • 258 funds tracked by Wall St. Rank held Premier as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.