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Capital Performance Advisors’s Phreesia PHR Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-31
Closed -$706 – 1973
2024
Q3 		$706 Buy
+31
New +$726 ﹤0.01% 2084

Other funds holding PHR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Capital Performance Advisors's PHR Position: Q4 2024 in Review

Capital Performance Advisors sold out of Phreesia (PHR) in Q4 2024, closing a stake of 31 shares — an estimated $706 sold.

Capital Performance Advisors first reported a position in PHR in Q3 2024 and held it in 1 quarter. The position peaked at $706 in Q3 2024. 190 funds tracked by Wall St. Rank hold PHR as of Q4 2024.

  • Capital Performance Advisors reported no remaining Phreesia position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 31 Phreesia shares in Q4 2024, an estimated $706.
  • Capital Performance Advisors first reported a position in Phreesia in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Phreesia position peaked at $706 in Q3 2024.
  • 190 funds tracked by Wall St. Rank held Phreesia as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.