WFA
PINC

Wipfli Financial Advisors’s Premier PINC Stock Holding History

Wipfli Financial 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
2022
Q3 		$43K Buy
+1,269
New +$46.3K ﹤0.01% 1167

Other funds holding PINC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wipfli Financial Advisors's PINC Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Premier (PINC) in Q3 2022: 1,269 shares worth $43K. The stake represents ﹤0.01% of the portfolio and ranks #1167 among its holdings.

258 funds tracked by Wall St. Rank hold PINC as of Q3 2022.

  • Wipfli Financial Advisors held 1,269 shares of Premier worth $43K as of Q3 2022.
  • Premier was a new Wipfli Financial Advisors position in Q3 2022.
  • Premier made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1167 holding.
  • 258 funds tracked by Wall St. Rank held Premier as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.