Crewe Advisors’s Privia Health PRVA Stock Holding History

Crewe Advisors’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
2023 Q2	–	Sell	-82	Closed	-$2.27K	–	981
2023 Q1	$2.27K	Hold	82	–	–	﹤0.01%	713
2022 Q4	$1.86K	Hold	82	–	–	﹤0.01%	846
2022 Q3	$3K	Hold	82	–	–	﹤0.01%	980
2022 Q2	$2K	Buy	+82	New	+$2.08K	﹤0.01%	999

Other funds holding PRVA

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Crewe Advisors's PRVA Position: Q2 2023 in Review

Crewe Advisors sold out of Privia Health (PRVA) in Q2 2023, closing a stake of 82 shares — an estimated $2.27K sold.

Crewe Advisors first reported a position in PRVA in Q2 2022 and held it in 4 quarters. The position peaked at $3K in Q3 2022. 234 funds tracked by Wall St. Rank hold PRVA as of Q2 2023.

Crewe Advisors reported no remaining Privia Health position as of Q2 2023 after selling out during the quarter.
Crewe Advisors sold 82 Privia Health shares in Q2 2023, an estimated $2.27K.
Crewe Advisors first reported a position in Privia Health in Q2 2022 and held it in 4 quarters.
Crewe Advisors's Privia Health position peaked at $3K in Q3 2022.
234 funds tracked by Wall St. Rank held Privia Health as of Q2 2023.

Based on Crewe Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.