TD Asset Management
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TD Asset Management’s Privia Health PRVA Stock Holding History

TD Asset 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
2025
Q1 		– Sell
-97,470
Closed -$1.91M – 1261
2024
Q4 		$1.91M Sell
97,470
-42,400
-30% -$840K ﹤0.01% 1024
2024
Q3 		$2.53M Buy
139,870
+1,600
+1% +$30.5K ﹤0.01% 959
2024
Q2 		$2.4M Buy
138,270
+5,906
+4% +$105K ﹤0.01% 939
2024
Q1 		$2.59M Sell
132,364
-87,124
-40% -$1.84M ﹤0.01% 937
2023
Q4 		$5.05M Sell
219,488
-22,572
-9% -$505K 0.01% 767
2023
Q3 		$5.57M Buy
242,060
+45,246
+23% +$1.15M 0.01% 709
2023
Q2 		$5.14M Buy
196,814
+116,572
+145% +$3.08M 0.01% 735
2023
Q1 		$2.22M Buy
80,242
+1,600
+2% +$42.2K ﹤0.01% 952
2022
Q4 		$1.79M Hold
78,642
– – ﹤0.01% 1022
2022
Q3 		$2.69M Sell
78,642
-4,440
-5% -$164K ﹤0.01% 918
2022
Q2 		$2.42M Buy
83,082
+34,920
+73% +$888K ﹤0.01% 952
2022
Q1 		$1.29M Buy
48,162
+2,680
+6% +$63.3K ﹤0.01% 1190
2021
Q4 		$1.18M Buy
45,482
+31,731
+231% +$791K ﹤0.01% 1249
2021
Q3 		$324K Sell
13,751
-52,959
-79% -$1.85M ﹤0.01% 1444
2021
Q2 		$2.77M Buy
+66,710
New +$2.46M ﹤0.01% 995

Other funds holding PRVA

BlackRock
BlackRock New York $5.72T 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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TD Asset Management's PRVA Position: Q1 2025 in Review

TD Asset Management sold out of Privia Health (PRVA) in Q1 2025, closing a stake of 97,470 shares — an estimated $1.91M sold.

TD Asset Management first reported a position in PRVA in Q2 2021 and held it in 15 quarters. The position peaked at $5.57M in Q3 2023. 248 funds tracked by Wall St. Rank hold PRVA as of Q1 2025.

  • TD Asset Management reported no remaining Privia Health position as of Q1 2025 after selling out during the quarter.
  • TD Asset Management sold 97,470 Privia Health shares in Q1 2025, an estimated $1.91M.
  • TD Asset Management first reported a position in Privia Health in Q2 2021 and held it in 15 quarters.
  • TD Asset Management's Privia Health position peaked at $5.57M in Q3 2023.
  • 248 funds tracked by Wall St. Rank held Privia Health as of Q1 2025.

Based on TD Asset Management's 13F filing for Q1 2025, filed 7 May 2025.