WCM Investment Management
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WCM Investment Management’s Privia Health PRVA Stock Holding History

WCM Investment 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
2024
Q2 		– Sell
-572,454
Closed -$11.2M – 275
2024
Q1 		$11.2M Buy
572,454
+23,367
+4% +$494K 0.03% 138
2023
Q4 		$13.1M Buy
549,087
+46,556
+9% +$1.04M 0.04% 131
2023
Q3 		$11.4M Buy
502,531
+140,704
+39% +$3.58M 0.03% 123
2023
Q2 		$9.47M Buy
361,827
+26,290
+8% +$694K 0.03% 142
2023
Q1 		$9.26M Buy
+335,537
New +$8.86M 0.03% 134

Other funds holding PRVA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
RF
Rubicon Founders Nashville, Tennessee $138M AUM 61.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

WCM Investment Management's PRVA Position: Q2 2024 in Review

WCM Investment Management sold out of Privia Health (PRVA) in Q2 2024, closing a stake of 572,454 shares — an estimated $11.2M sold.

WCM Investment Management first reported a position in PRVA in Q1 2023 and held it in 5 quarters. The position peaked at $13.1M in Q4 2023. 225 funds tracked by Wall St. Rank hold PRVA as of Q2 2024.

  • WCM Investment Management reported no remaining Privia Health position as of Q2 2024 after selling out during the quarter.
  • WCM Investment Management sold 572,454 Privia Health shares in Q2 2024, an estimated $11.2M.
  • WCM Investment Management first reported a position in Privia Health in Q1 2023 and held it in 5 quarters.
  • WCM Investment Management's Privia Health position peaked at $13.1M in Q4 2023.
  • 225 funds tracked by Wall St. Rank held Privia Health as of Q2 2024.

Based on WCM Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.