Bogart Wealth LLC’s Phreesia PHR Stock Holding History

Bogart Wealth LLC’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
2022 Q4	–	Sell	-40	Closed	-$1K	–	1162
2022 Q3	$1K	Buy	+40	New	+$998	﹤0.01%	929

Other funds holding PHR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

RSCM

Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return

Bogart Wealth LLC's PHR Position: Q4 2022 in Review

Bogart Wealth LLC sold out of Phreesia (PHR) in Q4 2022, closing a stake of 40 shares — an estimated $1K sold.

Bogart Wealth LLC first reported a position in PHR in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 179 funds tracked by Wall St. Rank hold PHR as of Q4 2022.

Bogart Wealth LLC reported no remaining Phreesia position as of Q4 2022 after selling out during the quarter.
Bogart Wealth LLC sold 40 Phreesia shares in Q4 2022, an estimated $1K.
Bogart Wealth LLC first reported a position in Phreesia in Q3 2022 and held it in 1 quarter.
Bogart Wealth LLC's Phreesia position peaked at $1K in Q3 2022.
179 funds tracked by Wall St. Rank held Phreesia as of Q4 2022.

Based on Bogart Wealth LLC's 13F filing for Q4 2022, filed 6 Feb 2023.