BCA
PHR icon

Berman Capital Advisors’s Phreesia PHR Stock Holding History

Berman Capital 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
2021
Q3 		$1K Buy
+24
New +$1.6K ﹤0.01% 1934

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 $167B AUM 44.17% 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

Berman Capital Advisors's PHR Position: Q3 2021 in Review

Berman Capital Advisors opened a new position in Phreesia (PHR) in Q3 2021: 24 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1934 among its holdings.

178 funds tracked by Wall St. Rank hold PHR as of Q3 2021.

  • Berman Capital Advisors held 24 shares of Phreesia worth $1K as of Q3 2021.
  • Phreesia was a new Berman Capital Advisors position in Q3 2021.
  • Phreesia made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1934 holding.
  • 178 funds tracked by Wall St. Rank held Phreesia as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.