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Sugarloaf Wealth Management’s Privia Health PRVA Stock Holding History

Sugarloaf Wealth 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
2021
Q3 		– Sell
-150
Closed -$7K – 794
2021
Q2 		$7K Buy
+150
New +$5.54K ﹤0.01% 566

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BlackRock
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Janus Henderson Group
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Principal Financial Group
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SIG
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Franklin Resources
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Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Sugarloaf Wealth Management's PRVA Position: Q3 2021 in Review

Sugarloaf Wealth Management sold out of Privia Health (PRVA) in Q3 2021, closing a stake of 150 shares — an estimated $7K sold.

Sugarloaf Wealth Management first reported a position in PRVA in Q2 2021 and held it in 1 quarter. The position peaked at $7K in Q2 2021. 90 funds tracked by Wall St. Rank hold PRVA as of Q3 2021.

  • Sugarloaf Wealth Management reported no remaining Privia Health position as of Q3 2021 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 150 Privia Health shares in Q3 2021, an estimated $7K.
  • Sugarloaf Wealth Management first reported a position in Privia Health in Q2 2021 and held it in 1 quarter.
  • Sugarloaf Wealth Management's Privia Health position peaked at $7K in Q2 2021.
  • 90 funds tracked by Wall St. Rank held Privia Health as of Q3 2021.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2021, filed 20 Oct 2021.