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Cetera Advisor Networks’s Privia Health PRVA Stock Holding History

Cetera Advisor Networks’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
Q1 		$1.06M Buy
54,102
+2,396
+5% +$50.6K 0.01% 1426
2023
Q4 		$1.19M Buy
51,706
+16,483
+47% +$369K 0.01% 1267
2023
Q3 		$810K Sell
35,223
-2,656
-7% -$67.5K 0.01% 1418
2023
Q2 		$989K Buy
+37,879
New +$1M 0.01% 1270

Other funds holding PRVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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
RF
Rubicon Founders Nashville, Tennessee $196M AUM 53.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cetera Advisor Networks's PRVA Position: Q1 2024 in Review

Cetera Advisor Networks increased its Privia Health (PRVA) stake by 4.6% in Q1 2024, buying an estimated $50.6K and bringing the position to 54,102 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #1426.

Cetera Advisor Networks first reported a position in PRVA in Q2 2023 and has held it in 4 quarters since. The position peaked at $1.19M in Q4 2023. 234 funds tracked by Wall St. Rank hold PRVA as of Q1 2024.

  • Cetera Advisor Networks held 54,102 shares of Privia Health worth $1.06M as of Q1 2024.
  • Cetera Advisor Networks bought 2,396 Privia Health shares in Q1 2024, an estimated $50.6K.
  • Privia Health made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1426 holding.
  • Cetera Advisor Networks first reported a position in Privia Health in Q2 2023 and has held it in 4 quarters since.
  • Cetera Advisor Networks's Privia Health position peaked at $1.19M in Q4 2023.
  • 234 funds tracked by Wall St. Rank held Privia Health as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.