BTI
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Blue Trust Inc’s Phreesia PHR Stock Holding History

Blue Trust Inc’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
2026
Q1 		– Sell
-28
Closed -$474 – 2636
2025
Q4 		$474 Hold
28
– – ﹤0.01% 2400
2025
Q3 		$659 Hold
28
– – ﹤0.01% 2383
2025
Q2 		$797 Hold
28
– – ﹤0.01% 2277
2025
Q1 		$716 Buy
+28
New +$761 ﹤0.01% 2326
2024
Q4 		– Sell
-418
Closed -$8.86K – 2842
2024
Q3 		$8.86K Buy
418
+110
+36% +$2.58K ﹤0.01% 2231
2024
Q2 		$7.37K Buy
+308
New +$6.68K ﹤0.01% 2048
2024
Q1 		– Sell
-21
Closed – – 2591
2023
Q4 		$0 Buy
+21
New +$362 ﹤0.01% 2652
2023
Q1 		– Sell
-13
Closed – – 2553
2022
Q4 		$0 Sell
13
-186
-93% -$5.05K ﹤0.01% 2406
2022
Q3 		$5K Buy
+199
New +$4.97K ﹤0.01% 1573

Other funds holding PHR

PFCS
Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AG
Algert Global San Francisco, California $6.65B AUM 53.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PM
Prosight Management Dallas, Texas $610M AUM 40.86% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return