WR Wealth Planners’s Premier PINC Stock Holding History

WR Wealth Planners’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
2023 Q2	–	Sell	-84	Closed	-$2.72K	–	960
2023 Q1	$2.72K	Buy	+84	New	+$2.75K	﹤0.01%	746

Other funds holding PINC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

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

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

WR Wealth Planners's PINC Position: Q2 2023 in Review

WR Wealth Planners sold out of Premier (PINC) in Q2 2023, closing a stake of 84 shares — an estimated $2.72K sold.

WR Wealth Planners first reported a position in PINC in Q1 2023 and held it in 1 quarter. The position peaked at $2.72K in Q1 2023. 258 funds tracked by Wall St. Rank hold PINC as of Q2 2023.

WR Wealth Planners reported no remaining Premier position as of Q2 2023 after selling out during the quarter.
WR Wealth Planners sold 84 Premier shares in Q2 2023, an estimated $2.72K.
WR Wealth Planners first reported a position in Premier in Q1 2023 and held it in 1 quarter.
WR Wealth Planners's Premier position peaked at $2.72K in Q1 2023.
258 funds tracked by Wall St. Rank held Premier as of Q2 2023.

Based on WR Wealth Planners's 13F filing for Q2 2023, filed 1 Aug 2024.