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Patriot Financial Group Insurance Agency’s Privia Health PRVA Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-123
Closed -$4K – 1549
2022
Q2 		$4K Sell
123
-24
-16% -$610 ﹤0.01% 1570
2022
Q1 		$4K Buy
147
+20
+16% +$472 ﹤0.01% 1707
2021
Q4 		$3K Buy
+127
New +$3.17K ﹤0.01% 1875

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Bank of New York Mellon
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BlackRock
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Patriot Financial Group Insurance Agency's PRVA Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Privia Health (PRVA) in Q3 2022, closing a stake of 123 shares — an estimated $4K sold.

Patriot Financial Group Insurance Agency first reported a position in PRVA in Q4 2021 and held it in 3 quarters. The position peaked at $4K in Q2 2022. 203 funds tracked by Wall St. Rank hold PRVA as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Privia Health position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 123 Privia Health shares in Q3 2022, an estimated $4K.
  • Patriot Financial Group Insurance Agency first reported a position in Privia Health in Q4 2021 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's Privia Health position peaked at $4K in Q2 2022.
  • 203 funds tracked by Wall St. Rank held Privia Health as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.