IAIM
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International Assets Investment Management’s Privia Health PRVA Stock Holding History

International Assets Investment 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
2026
Q1 		$11.5K Hold
548
– – ﹤0.01% 1648
2025
Q4 		$13K Buy
+548
New +$13.3K ﹤0.01% 1590
2024
Q4 		– Sell
-5,499
Closed -$302 – 1613
2024
Q3 		$302 Buy
5,499
+5,197
+1,721% +$99.2K ﹤0.01% 1461
2024
Q2 		$5.25K Buy
+302
New +$5.35K ﹤0.01% 1834
2023
Q2 		– Sell
-163
Closed -$4.5K – 773
2023
Q1 		$4.5K Buy
+163
New +$4.3K ﹤0.01% 921

Other funds holding PRVA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
RF
Rubicon Founders Nashville, Tennessee $138M AUM 61.96% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 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