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Encompass Wealth Advisors’s Privia Health PRVA Stock Holding History

Encompass Wealth 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
2022
Q2 		– Sell
-18,621
Closed -$498K – 243
2022
Q1 		$498K Buy
18,621
+5,121
+38% +$121K 0.13% 131
2021
Q4 		$349K Buy
13,500
+4,805
+55% +$120K 0.08% 170
2021
Q3 		$204K Buy
+8,695
New +$304K 0.05% 214

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
SIG
Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Encompass Wealth Advisors's PRVA Position: Q2 2022 in Review

Encompass Wealth Advisors sold out of Privia Health (PRVA) in Q2 2022, closing a stake of 18,621 shares — an estimated $498K sold.

Encompass Wealth Advisors first reported a position in PRVA in Q3 2021 and held it in 3 quarters. The position peaked at $498K in Q1 2022. 151 funds tracked by Wall St. Rank hold PRVA as of Q2 2022.

  • Encompass Wealth Advisors reported no remaining Privia Health position as of Q2 2022 after selling out during the quarter.
  • Encompass Wealth Advisors sold 18,621 Privia Health shares in Q2 2022, an estimated $498K.
  • Encompass Wealth Advisors first reported a position in Privia Health in Q3 2021 and held it in 3 quarters.
  • Encompass Wealth Advisors's Privia Health position peaked at $498K in Q1 2022.
  • 151 funds tracked by Wall St. Rank held Privia Health as of Q2 2022.

Based on Encompass Wealth Advisors's 13F filing for Q2 2022, filed 3 Aug 2022.