WAP
PINC

Wealthcare Advisory Partners’s Premier PINC Stock Holding History

Wealthcare Advisory Partners’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
2021
Q2 		– Sell
-100
Closed -$3K – 1489
2021
Q1 		$3K Buy
+100
New +$3.47K ﹤0.01% 1799
2020
Q1 		– Sell
-100
Closed -$4K – 1567
2019
Q4 		$4K Hold
100
– – ﹤0.01% 1162
2019
Q3 		$3K Hold
100
– – ﹤0.01% 1163
2019
Q2 		$4K Hold
100
– – ﹤0.01% 1108
2019
Q1 		$3K Hold
100
– – ﹤0.01% 1057
2018
Q4 		$4K Hold
100
– – ﹤0.01% 989
2018
Q3 		$5K Hold
100
– – ﹤0.01% 998
2018
Q2 		$4K Hold
100
– – ﹤0.01% 1032
2018
Q1 		$3K Hold
100
– – ﹤0.01% 931
2017
Q4 		$3K Hold
100
– – ﹤0.01% 888
2017
Q3 		$3K Buy
+100
New +$3.39K ﹤0.01% 736

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 $8.82B AUM 7.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 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 $1.47T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return