Aigen Investment Management’s Phreesia PHR Stock Holding History

Aigen Investment 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 Q2	–	Sell	-7,404	Closed	-$239K	–	920
2023 Q1	$239K	Buy	+7,404	New	+$261K	0.03%	483
2022 Q2	–	Sell	-10,062	Closed	-$265K	–	684
2022 Q1	$265K	Buy	+10,062	New	+$308K	0.05%	410
2021 Q3	–	Sell	-13,010	Closed	-$798K	–	614
2021 Q2	$798K	Buy	13,010 +3,452	+36%	+$180K	0.14%	164
2021 Q1	$498K	Buy	9,558 +4,761	+99%	+$300K	0.07%	290
2020 Q4	$260K	Sell	4,797 -26,666	-85%	-$1.14M	0.03%	591
2020 Q3	$1.01M	Buy	31,463 +6,013	+24%	+$179K	0.13%	248
2020 Q2	$720K	Buy	+25,450	New	+$663K	0.09%	349

Other funds holding PHR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Aigen Investment Management's PHR Position: Q2 2023 in Review

Aigen Investment Management sold out of Phreesia (PHR) in Q2 2023, closing a stake of 7,404 shares — an estimated $239K sold.

Aigen Investment Management first reported a position in PHR in Q2 2020 and held it in 7 quarters. The position peaked at $1.01M in Q3 2020. 192 funds tracked by Wall St. Rank hold PHR as of Q2 2023.

Aigen Investment Management reported no remaining Phreesia position as of Q2 2023 after selling out during the quarter.
Aigen Investment Management sold 7,404 Phreesia shares in Q2 2023, an estimated $239K.
Aigen Investment Management first reported a position in Phreesia in Q2 2020 and held it in 7 quarters.
Aigen Investment Management's Phreesia position peaked at $1.01M in Q3 2020.
192 funds tracked by Wall St. Rank held Phreesia as of Q2 2023.

Based on Aigen Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.