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Citigroup’s
Phreesia
PHR
Stock Holding History
Citigroup’s Portfolio
PHR Stock Details
PHR Fund Activity
Bought
Maintained
Sold
Shares
Call Options
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q4
–
Sell
-25,500
Closed
-$476K
–
5821
2023
Q3
$476K
Buy
+25,500
New
+$686K
﹤0.01%
3103
2022
Q3
–
Sell
-106,900
Closed
-$2.67M
–
6211
2022
Q2
$2.67M
Buy
106,900
+35,600
+50%
+$784K
﹤0.01%
1906
2022
Q1
$1.88M
Buy
+71,300
New
+$2.18M
﹤0.01%
2408
2021
Q4
–
Sell
-44,500
Closed
-$2.75M
–
6037
2021
Q3
$2.75M
Buy
+44,500
New
+$2.97M
﹤0.01%
2283
Other funds holding PHR
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$1.14B AUM
42.87%
1-Year Est. Return
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
Greenwich, Connecticut
$218B AUM
29.41%
1-Year Est. Return
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
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
Florham Park, New Jersey
$23.8B AUM
25.4%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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