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TD Private Client Wealth’s Privia Health PRVA Stock Holding History

TD Private Client Wealth’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
Q1 		– Sell
-158
Closed -$3.64K – 1253
2023
Q4 		$3.64K Buy
158
+71
+82% +$1.59K ﹤0.01% 1131
2023
Q3 		$2K Hold
87
– – ﹤0.01% 1152
2023
Q2 		$2.27K Buy
+87
New +$2.3K ﹤0.01% 1161

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TD Private Client Wealth's PRVA Position: Q1 2024 in Review

TD Private Client Wealth sold out of Privia Health (PRVA) in Q1 2024, closing a stake of 158 shares — an estimated $3.64K sold.

TD Private Client Wealth first reported a position in PRVA in Q2 2023 and held it in 3 quarters. The position peaked at $3.64K in Q4 2023. 234 funds tracked by Wall St. Rank hold PRVA as of Q1 2024.

  • TD Private Client Wealth reported no remaining Privia Health position as of Q1 2024 after selling out during the quarter.
  • TD Private Client Wealth sold 158 Privia Health shares in Q1 2024, an estimated $3.64K.
  • TD Private Client Wealth first reported a position in Privia Health in Q2 2023 and held it in 3 quarters.
  • TD Private Client Wealth's Privia Health position peaked at $3.64K in Q4 2023.
  • 234 funds tracked by Wall St. Rank held Privia Health as of Q1 2024.

Based on TD Private Client Wealth's 13F filing for Q1 2024, filed 16 Aug 2024.