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Evolution Wealth Advisors’s Privia Health PRVA Stock Holding History

Evolution 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
2021
Q4 		– Sell
-88
Closed -$2K – 511
2021
Q3 		$2K Buy
+88
New +$3.07K ﹤0.01% 650

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ACH
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RP
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SIG
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Janus Henderson Group
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BlackRock
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Evolution Wealth Advisors's PRVA Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Privia Health (PRVA) in Q4 2021, closing a stake of 88 shares — an estimated $2K sold.

Evolution Wealth Advisors first reported a position in PRVA in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 122 funds tracked by Wall St. Rank hold PRVA as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Privia Health position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 88 Privia Health shares in Q4 2021, an estimated $2K.
  • Evolution Wealth Advisors first reported a position in Privia Health in Q3 2021 and held it in 1 quarter.
  • Evolution Wealth Advisors's Privia Health position peaked at $2K in Q3 2021.
  • 122 funds tracked by Wall St. Rank held Privia Health as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.