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Advisornet Financial’s Privia Health PRVA Stock Holding History

Advisornet Financial’s Portfolio PRVA Stock Details PRVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-37
Closed -$674 – 2205
2024
Q3 		$674 Hold
37
– – ﹤0.01% 1994
2024
Q2 		$643 Buy
37
+25
+208% +$443 ﹤0.01% 1904
2024
Q1 		$235 Buy
+12
New +$253 ﹤0.01% 1961

Other funds holding PRVA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
RF
Rubicon Founders Nashville, Tennessee $138M AUM 61.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisornet Financial's PRVA Position: Q4 2024 in Review

Advisornet Financial sold out of Privia Health (PRVA) in Q4 2024, closing a stake of 37 shares — an estimated $674 sold.

Advisornet Financial first reported a position in PRVA in Q1 2024 and held it in 3 quarters. The position peaked at $674 in Q3 2024. 231 funds tracked by Wall St. Rank hold PRVA as of Q4 2024.

  • Advisornet Financial reported no remaining Privia Health position as of Q4 2024 after selling out during the quarter.
  • Advisornet Financial sold 37 Privia Health shares in Q4 2024, an estimated $674.
  • Advisornet Financial first reported a position in Privia Health in Q1 2024 and held it in 3 quarters.
  • Advisornet Financial's Privia Health position peaked at $674 in Q3 2024.
  • 231 funds tracked by Wall St. Rank held Privia Health as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.