WealthCollab’s Premier PINC Stock Holding History

WealthCollab’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
2025 Q1	–	Sell	-395	Closed	-$8.37K	–	957
2024 Q4	$8.37K	Hold	395	–	–	0.01%	486
2024 Q3	$7.9K	Hold	395	–	–	0.01%	512
2024 Q2	$7.38K	Sell	395 -1,086	-73%	-$21.5K	0.01%	490
2024 Q1	$32.7K	Buy	+1,481	New	+$32K	0.02%	206

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

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

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

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

WealthCollab's PINC Position: Q1 2025 in Review

WealthCollab sold out of Premier (PINC) in Q1 2025, closing a stake of 395 shares — an estimated $8.37K sold.

WealthCollab first reported a position in PINC in Q1 2024 and held it in 4 quarters. The position peaked at $32.7K in Q1 2024. 266 funds tracked by Wall St. Rank hold PINC as of Q1 2025.

WealthCollab reported no remaining Premier position as of Q1 2025 after selling out during the quarter.
WealthCollab sold 395 Premier shares in Q1 2025, an estimated $8.37K.
WealthCollab first reported a position in Premier in Q1 2024 and held it in 4 quarters.
WealthCollab's Premier position peaked at $32.7K in Q1 2024.
266 funds tracked by Wall St. Rank held Premier as of Q1 2025.

Based on WealthCollab's 13F filing for Q1 2025, filed 14 May 2025.