Amplius Wealth Advisors’s Phreesia PHR Stock Holding History

Amplius Wealth Advisors’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
2022 Q1	–	Sell	-341	Closed	-$14K	–	703
2021 Q4	$14K	Buy	+341	New	+$20.3K	﹤0.01%	537

Other funds holding PHR

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

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

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

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

Amplius Wealth Advisors's PHR Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Phreesia (PHR) in Q1 2022, closing a stake of 341 shares — an estimated $14K sold.

Amplius Wealth Advisors first reported a position in PHR in Q4 2021 and held it in 1 quarter. The position peaked at $14K in Q4 2021. 175 funds tracked by Wall St. Rank hold PHR as of Q1 2022.

Amplius Wealth Advisors reported no remaining Phreesia position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 341 Phreesia shares in Q1 2022, an estimated $14K.
Amplius Wealth Advisors first reported a position in Phreesia in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's Phreesia position peaked at $14K in Q4 2021.
175 funds tracked by Wall St. Rank held Phreesia as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.