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Udine Wealth Management’s Privia Health PRVA Stock Holding History

Udine 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
Q4 		– Sell
-40,109
Closed -$1.37M – 17
2022
Q3 		$1.37M Buy
+40,109
New +$1.48M 2.16% 11

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BlackRock
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Bank of New York Mellon
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Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Udine Wealth Management's PRVA Position: Q4 2022 in Review

Udine Wealth Management sold out of Privia Health (PRVA) in Q4 2022, closing a stake of 40,109 shares — an estimated $1.37M sold.

Udine Wealth Management first reported a position in PRVA in Q3 2022 and held it in 1 quarter. The position peaked at $1.37M in Q3 2022. 192 funds tracked by Wall St. Rank hold PRVA as of Q4 2022.

  • Udine Wealth Management reported no remaining Privia Health position as of Q4 2022 after selling out during the quarter.
  • Udine Wealth Management sold 40,109 Privia Health shares in Q4 2022, an estimated $1.37M.
  • Udine Wealth Management first reported a position in Privia Health in Q3 2022 and held it in 1 quarter.
  • Udine Wealth Management's Privia Health position peaked at $1.37M in Q3 2022.
  • 192 funds tracked by Wall St. Rank held Privia Health as of Q4 2022.

Based on Udine Wealth Management's 13F filing for Q4 2022, filed 2 Feb 2023.