AWM
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Accurate Wealth Management’s Phreesia PHR Stock Holding History

Accurate Wealth Management’s Portfolio PHR Stock Details PHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-26
Closed -$886 – 1086
2022
Q4 		$886 Buy
+26
New +$706 ﹤0.01% 1393

Other funds holding PHR

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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return

Accurate Wealth Management's PHR Position: Q1 2023 in Review

Accurate Wealth Management sold out of Phreesia (PHR) in Q1 2023, closing a stake of 26 shares — an estimated $886 sold.

Accurate Wealth Management first reported a position in PHR in Q4 2022 and held it in 1 quarter. The position peaked at $886 in Q4 2022. 204 funds tracked by Wall St. Rank hold PHR as of Q1 2023.

  • Accurate Wealth Management reported no remaining Phreesia position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 26 Phreesia shares in Q1 2023, an estimated $886.
  • Accurate Wealth Management first reported a position in Phreesia in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Phreesia position peaked at $886 in Q4 2022.
  • 204 funds tracked by Wall St. Rank held Phreesia as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.