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CIBC World Markets’s Privia Health PRVA Stock Holding History

CIBC World Markets’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
2025
Q2 		$326K Sell
14,175
-8,719
-38% -$202K ﹤0.01% 1068
2025
Q1 		$514K Buy
+22,894
New +$532K ﹤0.01% 997

Other funds holding PRVA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CIBC World Markets's PRVA Position: Q2 2025 in Review

CIBC World Markets reduced its Privia Health (PRVA) stake by 38% in Q2 2025, selling an estimated $202K and leaving 14,175 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #1068.

CIBC World Markets first reported a position in PRVA in Q1 2025 and has held it in 2 quarters since. The position peaked at $514K in Q1 2025. 280 funds tracked by Wall St. Rank hold PRVA as of Q2 2025.

  • CIBC World Markets held 14,175 shares of Privia Health worth $326K as of Q2 2025.
  • CIBC World Markets sold 8,719 Privia Health shares in Q2 2025, an estimated $202K.
  • Privia Health made up ﹤0.01% of CIBC World Markets's portfolio in Q2 2025, its #1068 holding.
  • CIBC World Markets first reported a position in Privia Health in Q1 2025 and has held it in 2 quarters since.
  • CIBC World Markets's Privia Health position peaked at $514K in Q1 2025.
  • 280 funds tracked by Wall St. Rank held Privia Health as of Q2 2025.

Based on CIBC World Markets's 13F filing for Q2 2025, filed 14 Aug 2025.