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FDx Advisors’s Privia Health PRVA Stock Holding History

FDx 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
2024
Q2 		– Sell
-20,067
Closed -$393K – 317
2024
Q1 		$393K Buy
20,067
+8,374
+72% +$177K 0.06% 238
2023
Q4 		$269K Buy
+11,693
New +$262K 0.02% 557
2023
Q3 		– Sell
-13,954
Closed -$364K – 746
2023
Q2 		$364K Buy
+13,954
New +$369K 0.02% 540

Other funds holding PRVA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
RF
Rubicon Founders Nashville, Tennessee $138M AUM 61.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

FDx Advisors's PRVA Position: Q2 2024 in Review

FDx Advisors sold out of Privia Health (PRVA) in Q2 2024, closing a stake of 20,067 shares — an estimated $393K sold.

FDx Advisors first reported a position in PRVA in Q2 2023 and held it in 3 quarters. The position peaked at $393K in Q1 2024. 225 funds tracked by Wall St. Rank hold PRVA as of Q2 2024.

  • FDx Advisors reported no remaining Privia Health position as of Q2 2024 after selling out during the quarter.
  • FDx Advisors sold 20,067 Privia Health shares in Q2 2024, an estimated $393K.
  • FDx Advisors first reported a position in Privia Health in Q2 2023 and held it in 3 quarters.
  • FDx Advisors's Privia Health position peaked at $393K in Q1 2024.
  • 225 funds tracked by Wall St. Rank held Privia Health as of Q2 2024.

Based on FDx Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.