ClariVest Asset Management’s Phreesia PHR Stock Holding History

ClariVest Asset 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 Q3	$4.3K	Hold	203	–	–	﹤0.01%	459
2024 Q2	$4.3K	Sell	203 -30,166	-99%	-$655K	﹤0.01%	459
2024 Q1	$727K	Sell	30,369 -14,946	-33%	-$371K	0.08%	320
2023 Q4	$1.05M	Buy	45,315 +4,090	+10%	+$70.6K	0.06%	246
2023 Q3	$769K	Buy	41,225 +24	+0.1%	+$646	0.04%	288
2023 Q2	$1.28M	Sell	41,201 -6,984	-14%	-$219K	0.06%	195
2023 Q1	$1.56M	Buy	48,185 +20	+0%	+$704	0.07%	206
2022 Q4	$1.56M	Buy	48,165 +48,094	+67,738%	+$1.31M	0.08%	206
2022 Q3	$2K	Buy	+71	New	+$1.77K	﹤0.01%	549

Other funds holding PHR

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

ClariVest Asset Management's PHR Position: Q3 2024 in Review

ClariVest Asset Management held its Phreesia (PHR) position steady in Q3 2024 at 203 shares worth $4.3K. The position accounts for ﹤0.01% of the portfolio, ranked #459.

ClariVest Asset Management first reported a position in PHR in Q3 2022 and has held it in 9 quarters since. The position peaked at $1.56M in Q4 2022. 191 funds tracked by Wall St. Rank hold PHR as of Q3 2024.

ClariVest Asset Management held 203 shares of Phreesia worth $4.3K as of Q3 2024.
ClariVest Asset Management left its Phreesia share count unchanged in Q3 2024.
Phreesia made up ﹤0.01% of ClariVest Asset Management's portfolio in Q3 2024, its #459 holding.
ClariVest Asset Management first reported a position in Phreesia in Q3 2022 and has held it in 9 quarters since.
ClariVest Asset Management's Phreesia position peaked at $1.56M in Q4 2022.
191 funds tracked by Wall St. Rank held Phreesia as of Q3 2024.

Based on ClariVest Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.