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Concourse Financial Group Securities’s Phreesia PHR Stock Holding History

Concourse Financial Group Securities’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
2020
Q3 		– Sell
-100
Closed -$2.98K – 2234
2020
Q2 		$3K Hold
100
– – ﹤0.01% 1844
2020
Q1 		$2K Hold
100
– – ﹤0.01% 1916
2019
Q4 		$3K Buy
+100
New +$2.76K ﹤0.01% 1799

Other funds holding PHR

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Concourse Financial Group Securities's PHR Position: Q3 2020 in Review

Concourse Financial Group Securities sold out of Phreesia (PHR) in Q3 2020, closing a stake of 100 shares — an estimated $2.98K sold.

Concourse Financial Group Securities first reported a position in PHR in Q4 2019 and held it in 3 quarters. The position peaked at $3K in Q2 2020. 160 funds tracked by Wall St. Rank hold PHR as of Q3 2020.

  • Concourse Financial Group Securities reported no remaining Phreesia position as of Q3 2020 after selling out during the quarter.
  • Concourse Financial Group Securities sold 100 Phreesia shares in Q3 2020, an estimated $2.98K.
  • Concourse Financial Group Securities first reported a position in Phreesia in Q4 2019 and held it in 3 quarters.
  • Concourse Financial Group Securities's Phreesia position peaked at $3K in Q2 2020.
  • 160 funds tracked by Wall St. Rank held Phreesia as of Q3 2020.

Based on Concourse Financial Group Securities's 13F filing for Q3 2020, filed 13 Nov 2020.