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Benjamin F. Edwards & Company’s Privia Health PRVA Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$134K Buy
7,695
+605
+9% +$10.7K ﹤0.01% 1029
2024
Q1 		$139K Buy
7,090
+219
+3% +$4.63K ﹤0.01% 1011
2023
Q4 		$158K Buy
+6,871
New +$154K ﹤0.01% 943

Other funds holding PRVA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
RF
Rubicon Founders Nashville, Tennessee $196M AUM 53.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Benjamin F. Edwards & Company's PRVA Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Privia Health (PRVA) stake by 8.5% in Q2 2024, buying an estimated $10.7K and bringing the position to 7,695 shares worth $134K. The position accounts for ﹤0.01% of the portfolio, ranked #1029.

Benjamin F. Edwards & Company first reported a position in PRVA in Q4 2023 and has held it in 3 quarters since. The position peaked at $158K in Q4 2023. 225 funds tracked by Wall St. Rank hold PRVA as of Q2 2024.

  • Benjamin F. Edwards & Company held 7,695 shares of Privia Health worth $134K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 605 Privia Health shares in Q2 2024, an estimated $10.7K.
  • Privia Health made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1029 holding.
  • Benjamin F. Edwards & Company first reported a position in Privia Health in Q4 2023 and has held it in 3 quarters since.
  • Benjamin F. Edwards & Company's Privia Health position peaked at $158K in Q4 2023.
  • 225 funds tracked by Wall St. Rank held Privia Health as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.