AWE
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Avidian Wealth Enterprises’s Phreesia PHR Stock Holding History

Avidian Wealth Enterprises’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
2021
Q4 		– Sell
-7,000
Closed -$432K – 558
2021
Q3 		$432K Hold
7,000
– – 0.03% 238
2021
Q2 		$429K Sell
7,000
-3,000
-30% -$156K 0.03% 249
2021
Q1 		$521K Buy
+10,000
New +$630K 0.04% 204

Other funds holding PHR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Avidian Wealth Enterprises's PHR Position: Q4 2021 in Review

Avidian Wealth Enterprises sold out of Phreesia (PHR) in Q4 2021, closing a stake of 7,000 shares — an estimated $432K sold.

Avidian Wealth Enterprises first reported a position in PHR in Q1 2021 and held it in 3 quarters. The position peaked at $521K in Q1 2021. 178 funds tracked by Wall St. Rank hold PHR as of Q4 2021.

  • Avidian Wealth Enterprises reported no remaining Phreesia position as of Q4 2021 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 7,000 Phreesia shares in Q4 2021, an estimated $432K.
  • Avidian Wealth Enterprises first reported a position in Phreesia in Q1 2021 and held it in 3 quarters.
  • Avidian Wealth Enterprises's Phreesia position peaked at $521K in Q1 2021.
  • 178 funds tracked by Wall St. Rank held Phreesia as of Q4 2021.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2021, filed 14 Feb 2022.