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Total Clarity Wealth Management’s Privia Health PRVA Stock Holding History

Total Clarity 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
2022
Q3 		– Sell
-21
Closed -$1K – 791
2022
Q2 		$1K Buy
+21
New +$534 ﹤0.01% 987

Other funds holding PRVA

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Total Clarity Wealth Management's PRVA Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Privia Health (PRVA) in Q3 2022, closing a stake of 21 shares — an estimated $1K sold.

Total Clarity Wealth Management first reported a position in PRVA in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 203 funds tracked by Wall St. Rank hold PRVA as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining Privia Health position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 21 Privia Health shares in Q3 2022, an estimated $1K.
  • Total Clarity Wealth Management first reported a position in Privia Health in Q2 2022 and held it in 1 quarter.
  • Total Clarity Wealth Management's Privia Health position peaked at $1K in Q2 2022.
  • 203 funds tracked by Wall St. Rank held Privia Health as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.