Cetera Investment Advisers
PRVA icon

Cetera Investment Advisers’s Privia Health PRVA Stock Holding History

Cetera Investment Advisers’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
2026
Q1 		$1.43M Sell
69,737
-40,944
-37% -$923K ﹤0.01% 2582
2025
Q4 		$2.62M Buy
110,681
+37,155
+51% +$904K ﹤0.01% 1984
2025
Q3 		$1.83M Buy
73,526
+14,320
+24% +$308K ﹤0.01% 2252
2025
Q2 		$1.36M Sell
59,206
-2,730
-4% -$63.2K ﹤0.01% 2121
2025
Q1 		$1.39M Buy
61,936
+2,338
+4% +$54.3K ﹤0.01% 2005
2024
Q4 		$1.17M Sell
59,598
-780
-1% -$15.5K ﹤0.01% 2064
2024
Q3 		$1.1M Buy
60,378
+682
+1% +$13K ﹤0.01% 2056
2024
Q2 		$1.04M Buy
59,696
+1,636
+3% +$29K ﹤0.01% 2056
2024
Q1 		$1.14M Buy
+58,060
New +$1.23M ﹤0.01% 1964

Other funds holding PRVA

BlackRock
BlackRock New York $5.7T 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
RF
Rubicon Founders Nashville, Tennessee $138M AUM 61.96% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return