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Advisory Services Network’s Phreesia PHR Stock Holding History

Advisory Services Network’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
2026
Q1 		$8 Buy
+1
New +$13 ﹤0.01% 4816
2025
Q4 		– Sell
-579
Closed -$13.6K – 3586
2025
Q3 		$13.6K Buy
+579
New +$15.7K ﹤0.01% 3137
2023
Q2 		– Sell
-19
Closed -$614 – 3034
2023
Q1 		$614 Hold
19
– – ﹤0.01% 3708
2022
Q4 		$615 Buy
+19
New +$516 ﹤0.01% 3704
2021
Q3 		– Sell
-710
Closed -$44K – 2719
2021
Q2 		$44K Buy
+710
New +$37K ﹤0.01% 2079
2021
Q1 		– Sell
-1,060
Closed -$58K – 2502
2020
Q4 		$58K Buy
+1,060
New +$45.5K ﹤0.01% 1587

Other funds holding PHR

PFCS
Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AG
Algert Global San Francisco, California $6.65B AUM 53.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PM
Prosight Management Dallas, Texas $610M AUM 40.86% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return