Baird Financial Group
PHR icon

Baird Financial Group’s Phreesia PHR Stock Holding History

Baird Financial Group’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
Q3 		– Sell
-27,988
Closed -$1.72M – 1910
2021
Q2 		$1.72M Buy
27,988
+8,543
+44% +$445K ﹤0.01% 988
2021
Q1 		$1.01M Buy
19,445
+4,850
+33% +$306K ﹤0.01% 1126
2020
Q4 		$792K Sell
14,595
-14,232
-49% -$611K ﹤0.01% 1087
2020
Q3 		$927K Buy
28,827
+2,246
+8% +$66.9K ﹤0.01% 962
2020
Q2 		$752K Buy
26,581
+1,145
+5% +$29.8K ﹤0.01% 1018
2020
Q1 		$535K Buy
+25,436
New +$697K ﹤0.01% 1041

Other funds holding PHR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Baird Financial Group's PHR Position: Q3 2021 in Review

Baird Financial Group sold out of Phreesia (PHR) in Q3 2021, closing a stake of 27,988 shares — an estimated $1.72M sold.

Baird Financial Group first reported a position in PHR in Q1 2020 and held it in 6 quarters. The position peaked at $1.72M in Q2 2021. 178 funds tracked by Wall St. Rank hold PHR as of Q3 2021.

  • Baird Financial Group reported no remaining Phreesia position as of Q3 2021 after selling out during the quarter.
  • Baird Financial Group sold 27,988 Phreesia shares in Q3 2021, an estimated $1.72M.
  • Baird Financial Group first reported a position in Phreesia in Q1 2020 and held it in 6 quarters.
  • Baird Financial Group's Phreesia position peaked at $1.72M in Q2 2021.
  • 178 funds tracked by Wall St. Rank held Phreesia as of Q3 2021.

Based on Baird Financial Group's 13F filing for Q3 2021, filed 12 Nov 2021.