BSW
PRVA icon

Buckingham Strategic Wealth’s Privia Health PRVA Stock Holding History

Buckingham Strategic Wealth’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
2022
Q1 		– Sell
-17,391
Closed -$450K – 623
2021
Q4 		$450K Hold
17,391
– – 0.01% 388
2021
Q3 		$410K Hold
17,391
– – 0.01% 400
2021
Q2 		$772K Buy
+17,391
New +$642K 0.02% 277

Other funds holding PRVA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
SIG
Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Buckingham Strategic Wealth's PRVA Position: Q1 2022 in Review

Buckingham Strategic Wealth sold out of Privia Health (PRVA) in Q1 2022, closing a stake of 17,391 shares — an estimated $450K sold.

Buckingham Strategic Wealth first reported a position in PRVA in Q2 2021 and held it in 3 quarters. The position peaked at $772K in Q2 2021. 146 funds tracked by Wall St. Rank hold PRVA as of Q1 2022.

  • Buckingham Strategic Wealth reported no remaining Privia Health position as of Q1 2022 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 17,391 Privia Health shares in Q1 2022, an estimated $450K.
  • Buckingham Strategic Wealth first reported a position in Privia Health in Q2 2021 and held it in 3 quarters.
  • Buckingham Strategic Wealth's Privia Health position peaked at $772K in Q2 2021.
  • 146 funds tracked by Wall St. Rank held Privia Health as of Q1 2022.

Based on Buckingham Strategic Wealth's 13F filing for Q1 2022, filed 10 May 2022.