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TwinBeech Capital’s Privia Health PRVA Stock Holding History

TwinBeech Capital’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
2026
Q1 		$802K Buy
+39,000
New +$879K 0.08% 296
2025
Q3 		– Sell
-56,470
Closed -$1.3M – 778
2025
Q2 		$1.3M Buy
+56,470
New +$1.31M 0.03% 380
2024
Q4 		– Sell
-163,203
Closed -$2.97M – 867
2024
Q3 		$2.97M Buy
+163,203
New +$3.11M 0.06% 353
2024
Q1 		– Sell
-33,978
Closed -$783K – 795
2023
Q4 		$783K Sell
33,978
-238,169
-88% -$5.33M 0.01% 513
2023
Q3 		$6.26M Buy
+272,147
New +$6.92M 0.12% 224
2023
Q2 		– Sell
-43,179
Closed -$1.19M – 808
2023
Q1 		$1.19M Buy
43,179
+31,264
+262% +$825K 0.02% 436
2022
Q4 		$271K Sell
11,915
-100,073
-89% -$2.79M 0.01% 639
2022
Q3 		$3.81M Buy
+111,988
New +$4.14M 0.1% 237

Other funds holding PRVA

BlackRock
BlackRock New York $5.7T 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
RF
Rubicon Founders Nashville, Tennessee $138M AUM 61.96% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 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