Cathie Wood
PHR icon

Cathie Wood’s Phreesia PHR Stock Holding History

Cathie Wood’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 		– Sell
-7
Closed – – 311
2021
Q2 		$0 Sell
7
-1,276,719
-100% -$66.5M ﹤0.01% 295
2021
Q1 		$66.5M Sell
1,276,726
-39,770
-3% -$2.51M 0.13% 114
2020
Q4 		$71.4M Buy
1,316,496
+803,906
+157% +$34.5M 0.19% 87
2020
Q3 		$16.5M Buy
512,590
+490,054
+2,175% +$14.6M 0.1% 97
2020
Q2 		$637K Buy
+22,536
New +$587K 0.01% 166

Other funds holding PHR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $64.6B AUM 18.98% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $2.05B AUM 161.37% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Cathie Wood's PHR Position: Q3 2021 in Review

Cathie Wood sold out of Phreesia (PHR) in Q3 2021, closing a stake of 7 shares.

Cathie Wood first reported a position in PHR in Q2 2020 and held it in 5 quarters. The position peaked at $71.4M in Q4 2020. 178 funds tracked by Wall St. Rank hold PHR as of Q3 2021.

  • Cathie Wood reported no remaining Phreesia position as of Q3 2021 after selling out during the quarter.
  • Cathie Wood sold 7 Phreesia shares in Q3 2021.
  • Cathie Wood first reported a position in Phreesia in Q2 2020 and held it in 5 quarters.
  • Cathie Wood's Phreesia position peaked at $71.4M in Q4 2020.
  • 178 funds tracked by Wall St. Rank held Phreesia as of Q3 2021.

Based on ARK Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.