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Values First Advisors’s Privia Health PRVA Stock Holding History

Values First 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
2024
Q4 		– Sell
-4,569
Closed -$83.2K – 274
2024
Q3 		$83.2K Buy
+4,569
New +$87.2K 0.05% 199
2023
Q2 		– Sell
-3,657
Closed -$101K – 291
2023
Q1 		$101K Buy
+3,657
New +$96.5K 0.06% 168

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
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Values First Advisors's PRVA Position: Q4 2024 in Review

Values First Advisors sold out of Privia Health (PRVA) in Q4 2024, closing a stake of 4,569 shares — an estimated $83.2K sold.

Values First Advisors first reported a position in PRVA in Q1 2023 and held it in 2 quarters. The position peaked at $101K in Q1 2023. 231 funds tracked by Wall St. Rank hold PRVA as of Q4 2024.

  • Values First Advisors reported no remaining Privia Health position as of Q4 2024 after selling out during the quarter.
  • Values First Advisors sold 4,569 Privia Health shares in Q4 2024, an estimated $83.2K.
  • Values First Advisors first reported a position in Privia Health in Q1 2023 and held it in 2 quarters.
  • Values First Advisors's Privia Health position peaked at $101K in Q1 2023.
  • 231 funds tracked by Wall St. Rank held Privia Health as of Q4 2024.

Based on Values First Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.