Financial Advocates Investment Management’s Privia Health PRVA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-8,575
Closed -$293K 836
2022
Q3
$293K Buy
+8,575
New +$317K 0.02% 547

Other funds holding PRVA

Financial Advocates Investment Management's PRVA Position: Q4 2022 in Review

Financial Advocates Investment Management sold out of Privia Health (PRVA) in Q4 2022, closing a stake of 8,575 shares — an estimated $293K sold.

Financial Advocates Investment Management first reported a position in PRVA in Q3 2022 and held it in 1 quarter. The position peaked at $293K in Q3 2022. 192 funds tracked by Wall St. Rank hold PRVA as of Q4 2022.

  • Financial Advocates Investment Management reported no remaining Privia Health position as of Q4 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 8,575 Privia Health shares in Q4 2022, an estimated $293K.
  • Financial Advocates Investment Management first reported a position in Privia Health in Q3 2022 and held it in 1 quarter.
  • Financial Advocates Investment Management's Privia Health position peaked at $293K in Q3 2022.
  • 192 funds tracked by Wall St. Rank held Privia Health as of Q4 2022.

Based on Financial Advocates Investment Management's 13F filing for Q4 2022, filed 15 Feb 2023.