TA
PRVA icon

Tiedemann Advisors’s Privia Health PRVA Stock Holding History

Tiedemann Advisors’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
Q3 		$3.74M Hold
162,615
– – 0.16% 56
2023
Q2 		$4.25M Hold
162,615
– – 0.18% 53
2023
Q1 		$4.49M Hold
162,615
– – 0.2% 47
2022
Q4 		$3.69M Hold
162,615
– – 0.18% 50
2022
Q3 		$5.54M Buy
+162,615
New +$6.01M 0.34% 36

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
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

Tiedemann Advisors's PRVA Position: Q3 2023 in Review

Tiedemann Advisors held its Privia Health (PRVA) position steady in Q3 2023 at 162,615 shares worth $3.74M. The position accounts for 0.16% of the portfolio, ranked #56.

Tiedemann Advisors first reported a position in PRVA in Q3 2022 and has held it in 5 quarters since. The position peaked at $5.54M in Q3 2022. 218 funds tracked by Wall St. Rank hold PRVA as of Q3 2023.

  • Tiedemann Advisors held 162,615 shares of Privia Health worth $3.74M as of Q3 2023.
  • Tiedemann Advisors left its Privia Health share count unchanged in Q3 2023.
  • Privia Health made up 0.16% of Tiedemann Advisors's portfolio in Q3 2023, its #56 holding.
  • Tiedemann Advisors first reported a position in Privia Health in Q3 2022 and has held it in 5 quarters since.
  • Tiedemann Advisors's Privia Health position peaked at $5.54M in Q3 2022.
  • 218 funds tracked by Wall St. Rank held Privia Health as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.