WP
PINC

WealthShield Partners’s Premier PINC Stock Holding History

WealthShield 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
Q3 		– Sell
-521
Closed -$18K – 593
2021
Q2 		$18K Hold
521
– – ﹤0.01% 670
2021
Q1 		$18K Buy
+521
New +$18.1K ﹤0.01% 688

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 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

WealthShield Partners's PINC Position: Q3 2021 in Review

WealthShield Partners sold out of Premier (PINC) in Q3 2021, closing a stake of 521 shares — an estimated $18K sold.

WealthShield Partners first reported a position in PINC in Q1 2021 and held it in 2 quarters. The position peaked at $18K in Q2 2021. 213 funds tracked by Wall St. Rank hold PINC as of Q3 2021.

  • WealthShield Partners reported no remaining Premier position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 521 Premier shares in Q3 2021, an estimated $18K.
  • WealthShield Partners first reported a position in Premier in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's Premier position peaked at $18K in Q2 2021.
  • 213 funds tracked by Wall St. Rank held Premier as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.