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Sowell Financial Services’s Privia Health PRVA Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-39,498
Closed -$1.09M – 765
2023
Q1 		$1.09M Buy
+39,498
New +$1.04M 0.08% 280

Other funds holding PRVA

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BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Sowell Financial Services's PRVA Position: Q2 2023 in Review

Sowell Financial Services sold out of Privia Health (PRVA) in Q2 2023, closing a stake of 39,498 shares — an estimated $1.09M sold.

Sowell Financial Services first reported a position in PRVA in Q1 2023 and held it in 1 quarter. The position peaked at $1.09M in Q1 2023. 234 funds tracked by Wall St. Rank hold PRVA as of Q2 2023.

  • Sowell Financial Services reported no remaining Privia Health position as of Q2 2023 after selling out during the quarter.
  • Sowell Financial Services sold 39,498 Privia Health shares in Q2 2023, an estimated $1.09M.
  • Sowell Financial Services first reported a position in Privia Health in Q1 2023 and held it in 1 quarter.
  • Sowell Financial Services's Privia Health position peaked at $1.09M in Q1 2023.
  • 234 funds tracked by Wall St. Rank held Privia Health as of Q2 2023.

Based on Sowell Financial Services's 13F filing for Q2 2023, filed 14 Aug 2023.