AWM
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Avior Wealth Management’s Phreesia PHR Stock Holding History

Avior Wealth 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
2025
Q1 		– Sell
-177
Closed -$4.45K – 1884
2024
Q4 		$4.45K Buy
177
+120
+211% +$2.56K ﹤0.01% 1896
2024
Q3 		$1.3K Buy
57
+42
+280% +$984 ﹤0.01% 2044
2024
Q2 		$318 Sell
15
-10
-40% -$217 ﹤0.01% 2154
2024
Q1 		$598 Buy
+25
New +$621 ﹤0.01% 2522
2023
Q3 		– Sell
-89
Closed -$2.39K – 1658
2023
Q2 		$2.76K Hold
89
– – ﹤0.01% 1317
2023
Q1 		$2.87K Buy
+89
New +$3.13K ﹤0.01% 1347

Other funds holding PHR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 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

Avior Wealth Management's PHR Position: Q1 2025 in Review

Avior Wealth Management sold out of Phreesia (PHR) in Q1 2025, closing a stake of 177 shares — an estimated $4.45K sold.

Avior Wealth Management first reported a position in PHR in Q1 2023 and held it in 6 quarters. The position peaked at $4.45K in Q4 2024. 222 funds tracked by Wall St. Rank hold PHR as of Q1 2025.

  • Avior Wealth Management reported no remaining Phreesia position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 177 Phreesia shares in Q1 2025, an estimated $4.45K.
  • Avior Wealth Management first reported a position in Phreesia in Q1 2023 and held it in 6 quarters.
  • Avior Wealth Management's Phreesia position peaked at $4.45K in Q4 2024.
  • 222 funds tracked by Wall St. Rank held Phreesia as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.