WIA
PINC

Wetzel Investment Advisors’s Premier PINC Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-140
Closed -$3.09K – 684
2024
Q2 		$3.09K Hold
140
– – ﹤0.01% 670
2024
Q1 		$2.91K Hold
140
– – ﹤0.01% 774
2023
Q4 		$3K Buy
+140
New +$2.9K ﹤0.01% 799

Other funds holding PINC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wetzel Investment Advisors's PINC Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Premier (PINC) in Q3 2024, closing a stake of 140 shares — an estimated $3.09K sold.

Wetzel Investment Advisors first reported a position in PINC in Q4 2023 and held it in 3 quarters. The position peaked at $3.09K in Q2 2024. 263 funds tracked by Wall St. Rank hold PINC as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Premier position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 140 Premier shares in Q3 2024, an estimated $3.09K.
  • Wetzel Investment Advisors first reported a position in Premier in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Premier position peaked at $3.09K in Q2 2024.
  • 263 funds tracked by Wall St. Rank held Premier as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.