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Institutional & Family Asset Management’s Privia Health PRVA Stock Holding History

Institutional & Family Asset Management’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
Q3 		– Sell
-19
Closed -$496 – 750
2023
Q2 		$496 Buy
19
+10
+111% +$264 ﹤0.01% 684
2023
Q1 		$248 Hold
9
– – ﹤0.01% 709
2022
Q4 		$204 Hold
9
– – ﹤0.01% 698
2022
Q3 		$0 Buy
+9
New +$333 ﹤0.01% 761

Other funds holding PRVA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Institutional & Family Asset Management's PRVA Position: Q3 2023 in Review

Institutional & Family Asset Management sold out of Privia Health (PRVA) in Q3 2023, closing a stake of 19 shares — an estimated $496 sold.

Institutional & Family Asset Management first reported a position in PRVA in Q3 2022 and held it in 4 quarters. The position peaked at $496 in Q2 2023. 218 funds tracked by Wall St. Rank hold PRVA as of Q3 2023.

  • Institutional & Family Asset Management reported no remaining Privia Health position as of Q3 2023 after selling out during the quarter.
  • Institutional & Family Asset Management sold 19 Privia Health shares in Q3 2023, an estimated $496.
  • Institutional & Family Asset Management first reported a position in Privia Health in Q3 2022 and held it in 4 quarters.
  • Institutional & Family Asset Management's Privia Health position peaked at $496 in Q2 2023.
  • 218 funds tracked by Wall St. Rank held Privia Health as of Q3 2023.

Based on Institutional & Family Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.