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Jefferies Financial Group’s Privia Health PRVA Stock Holding History

Jefferies Financial Group’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
Q4 		– Sell
-20,746
Closed -$378K – 1790
2024
Q3 		$378K Buy
+20,746
New +$396K ﹤0.01% 1052

Other funds holding PRVA

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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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
RF
Rubicon Founders Nashville, Tennessee $138M AUM 61.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jefferies Financial Group's PRVA Position: Q4 2024 in Review

Jefferies Financial Group sold out of Privia Health (PRVA) in Q4 2024, closing a stake of 20,746 shares — an estimated $378K sold.

Jefferies Financial Group first reported a position in PRVA in Q3 2024 and held it in 1 quarter. The position peaked at $378K in Q3 2024. 231 funds tracked by Wall St. Rank hold PRVA as of Q4 2024.

  • Jefferies Financial Group reported no remaining Privia Health position as of Q4 2024 after selling out during the quarter.
  • Jefferies Financial Group sold 20,746 Privia Health shares in Q4 2024, an estimated $378K.
  • Jefferies Financial Group first reported a position in Privia Health in Q3 2024 and held it in 1 quarter.
  • Jefferies Financial Group's Privia Health position peaked at $378K in Q3 2024.
  • 231 funds tracked by Wall St. Rank held Privia Health as of Q4 2024.

Based on Jefferies Financial Group's 13F filing for Q4 2024, filed 14 Feb 2025.