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Wealthedge Investment Advisors’s P3 Health Partners PIII Stock Holding History

Wealthedge Investment Advisors’s Portfolio PIII Stock Details PIII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-7,405
Closed -$83.3K – 207
2024
Q4 		$83.3K Buy
+7,405
New +$110K 0.04% 163

Other funds holding PIII

Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TFA
Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

Wealthedge Investment Advisors's PIII Position: Q1 2025 in Review

Wealthedge Investment Advisors sold out of P3 Health Partners (PIII) in Q1 2025, closing a stake of 7,405 shares — an estimated $83.3K sold.

Wealthedge Investment Advisors first reported a position in PIII in Q4 2024 and held it in 1 quarter. The position peaked at $83.3K in Q4 2024. 33 funds tracked by Wall St. Rank hold PIII as of Q1 2025.

  • Wealthedge Investment Advisors reported no remaining P3 Health Partners position as of Q1 2025 after selling out during the quarter.
  • Wealthedge Investment Advisors sold 7,405 P3 Health Partners shares in Q1 2025, an estimated $83.3K.
  • Wealthedge Investment Advisors first reported a position in P3 Health Partners in Q4 2024 and held it in 1 quarter.
  • Wealthedge Investment Advisors's P3 Health Partners position peaked at $83.3K in Q4 2024.
  • 33 funds tracked by Wall St. Rank held P3 Health Partners as of Q1 2025.

Based on Wealthedge Investment Advisors's 13F filing for Q1 2025, filed 13 May 2025.