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Bell Investment Advisors’s Phreesia PHR Stock Holding History

Bell Investment 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
2023
Q3 		– Sell
-23
Closed -$714 – 1978
2023
Q2 		$714 Buy
+23
New +$720 ﹤0.01% 1682
2022
Q3 		– Sell
-21
Closed -$1K – 1899
2022
Q2 		$1K Buy
+21
New +$462 ﹤0.01% 1540

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
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Bell Investment Advisors's PHR Position: Q3 2023 in Review

Bell Investment Advisors sold out of Phreesia (PHR) in Q3 2023, closing a stake of 23 shares — an estimated $714 sold.

Bell Investment Advisors first reported a position in PHR in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q2 2022. 174 funds tracked by Wall St. Rank hold PHR as of Q3 2023.

  • Bell Investment Advisors reported no remaining Phreesia position as of Q3 2023 after selling out during the quarter.
  • Bell Investment Advisors sold 23 Phreesia shares in Q3 2023, an estimated $714.
  • Bell Investment Advisors first reported a position in Phreesia in Q2 2022 and held it in 2 quarters.
  • Bell Investment Advisors's Phreesia position peaked at $1K in Q2 2022.
  • 174 funds tracked by Wall St. Rank held Phreesia as of Q3 2023.

Based on Bell Investment Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.