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Atom Investors’s Phreesia PHR Stock Holding History

Atom Investors’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
-6,415
Closed -$207K – 353
2023
Q1 		$207K Sell
6,415
-3,984
-38% -$140K 0.11% 204
2022
Q4 		$337K Sell
10,399
-23,221
-69% -$630K 0.17% 125
2022
Q3 		$857K Buy
33,620
+13,742
+69% +$343K 0.3% 108
2022
Q2 		$497K Buy
+19,878
New +$438K 0.22% 115
2021
Q1 		– Sell
-9,952
Closed -$540K – 384
2020
Q4 		$540K Buy
+9,952
New +$427K 0.05% 238
2020
Q2 		– Sell
-26,928
Closed -$566K – 457
2020
Q1 		$566K Buy
+26,928
New +$738K 0.05% 199

Other funds holding PHR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
T. Rowe Price Investment Management
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
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Atom Investors's PHR Position: Q2 2023 in Review

Atom Investors sold out of Phreesia (PHR) in Q2 2023, closing a stake of 6,415 shares — an estimated $207K sold.

Atom Investors first reported a position in PHR in Q1 2020 and held it in 6 quarters. The position peaked at $857K in Q3 2022. 192 funds tracked by Wall St. Rank hold PHR as of Q2 2023.

  • Atom Investors reported no remaining Phreesia position as of Q2 2023 after selling out during the quarter.
  • Atom Investors sold 6,415 Phreesia shares in Q2 2023, an estimated $207K.
  • Atom Investors first reported a position in Phreesia in Q1 2020 and held it in 6 quarters.
  • Atom Investors's Phreesia position peaked at $857K in Q3 2022.
  • 192 funds tracked by Wall St. Rank held Phreesia as of Q2 2023.

Based on Atom Investors's 13F filing for Q2 2023, filed 14 Aug 2023.