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Cassady Schiller Wealth Management’s Phreesia PHR Stock Holding History

Cassady Schiller Wealth Management’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
Q1 		– Sell
-289
Closed -$6.69K – 505
2023
Q4 		$6.69K Hold
289
– – ﹤0.01% 345
2023
Q3 		$5.4K Hold
289
– – ﹤0.01% 366
2023
Q2 		$8.96K Hold
289
– – ﹤0.01% 345
2023
Q1 		$9.33K Hold
289
– – ﹤0.01% 327
2022
Q4 		$9.35K Buy
+289
New +$7.84K 0.01% 326
2022
Q1 		– Sell
-289
Closed -$12K – 462
2021
Q4 		$12K Buy
+289
New +$17.2K 0.01% 305

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Cassady Schiller Wealth Management's PHR Position: Q1 2024 in Review

Cassady Schiller Wealth Management sold out of Phreesia (PHR) in Q1 2024, closing a stake of 289 shares — an estimated $6.69K sold.

Cassady Schiller Wealth Management first reported a position in PHR in Q4 2021 and held it in 6 quarters. The position peaked at $12K in Q4 2021. 190 funds tracked by Wall St. Rank hold PHR as of Q1 2024.

  • Cassady Schiller Wealth Management reported no remaining Phreesia position as of Q1 2024 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 289 Phreesia shares in Q1 2024, an estimated $6.69K.
  • Cassady Schiller Wealth Management first reported a position in Phreesia in Q4 2021 and held it in 6 quarters.
  • Cassady Schiller Wealth Management's Phreesia position peaked at $12K in Q4 2021.
  • 190 funds tracked by Wall St. Rank held Phreesia as of Q1 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.