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Baron Wealth Management’s Privia Health PRVA Stock Holding History

Baron Wealth Management’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
Q3 		– Sell
-10,246
Closed -$178K – 216
2024
Q2 		$178K Sell
10,246
-42
-0.4% -$744 0.09% 175
2024
Q1 		$202K Hold
10,288
– – 0.11% 174
2023
Q4 		$237K Buy
+10,288
New +$230K 0.13% 144

Other funds holding PRVA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
RF
Rubicon Founders Nashville, Tennessee $138M AUM 61.96% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Baron Wealth Management's PRVA Position: Q3 2024 in Review

Baron Wealth Management sold out of Privia Health (PRVA) in Q3 2024, closing a stake of 10,246 shares — an estimated $178K sold.

Baron Wealth Management first reported a position in PRVA in Q4 2023 and held it in 3 quarters. The position peaked at $237K in Q4 2023. 234 funds tracked by Wall St. Rank hold PRVA as of Q3 2024.

  • Baron Wealth Management reported no remaining Privia Health position as of Q3 2024 after selling out during the quarter.
  • Baron Wealth Management sold 10,246 Privia Health shares in Q3 2024, an estimated $178K.
  • Baron Wealth Management first reported a position in Privia Health in Q4 2023 and held it in 3 quarters.
  • Baron Wealth Management's Privia Health position peaked at $237K in Q4 2023.
  • 234 funds tracked by Wall St. Rank held Privia Health as of Q3 2024.

Based on Baron Wealth Management's 13F filing for Q3 2024, filed 7 Nov 2024.