TD Private Client Wealth’s Premier PINC Stock Holding History

TD Private Client Wealth’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 Q3	–	Sell	-329	Closed	-$9.1K	–	1261
2023 Q2	$9.1K	Hold	329	–	–	﹤0.01%	1065
2023 Q1	$10.7K	Buy	329 +247	+301%	+$8.09K	﹤0.01%	1017
2022 Q4	$2.87K	Hold	82	–	–	﹤0.01%	1104
2022 Q3	$2.78K	Hold	82	–	–	﹤0.01%	1096
2022 Q2	$2.93K	Sell	82 -93	-53%	-$3.4K	﹤0.01%	1107
2022 Q1	$6.23K	Hold	175	–	–	﹤0.01%	1086
2021 Q4	$7.21K	Sell	175 -123	-41%	-$4.85K	﹤0.01%	930
2021 Q3	$11.6K	Hold	298	–	–	﹤0.01%	902
2021 Q2	$10.4K	Hold	298	–	–	﹤0.01%	911
2021 Q1	$10.1K	Buy	298 +236	+381%	+$8.18K	﹤0.01%	885
2020 Q4	$2.18K	Buy	62 +28	+82%	+$966	﹤0.01%	954
2020 Q3	$1.12K	Buy	+34	New	+$1.13K	﹤0.01%	955

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

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

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

TD Private Client Wealth's PINC Position: Q3 2023 in Review

TD Private Client Wealth sold out of Premier (PINC) in Q3 2023, closing a stake of 329 shares — an estimated $9.1K sold.

TD Private Client Wealth first reported a position in PINC in Q3 2020 and held it in 12 quarters. The position peaked at $11.6K in Q3 2021. 268 funds tracked by Wall St. Rank hold PINC as of Q3 2023.

TD Private Client Wealth reported no remaining Premier position as of Q3 2023 after selling out during the quarter.
TD Private Client Wealth sold 329 Premier shares in Q3 2023, an estimated $9.1K.
TD Private Client Wealth first reported a position in Premier in Q3 2020 and held it in 12 quarters.
TD Private Client Wealth's Premier position peaked at $11.6K in Q3 2021.
268 funds tracked by Wall St. Rank held Premier as of Q3 2023.

Based on TD Private Client Wealth's 13F filing for Q3 2023, filed 16 Aug 2024.