Covestor’s Phreesia PHR Stock Holding History

Covestor’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
2026 Q1	$4K	Buy	534 +530	+13,250%	+$7.01K	﹤0.01%	1879
2025 Q4	$0	Hold	4	–	–	﹤0.01%	2628
2025 Q3	$0	Sell	4 -2	-33%	-$54	﹤0.01%	2644
2025 Q2	$0	Sell	6 -43	-88%	-$1.09K	﹤0.01%	2621
2025 Q1	$1K	Sell	49 -21	-30%	-$571	﹤0.01%	2068
2024 Q4	$2K	Buy	70 +66	+1,650%	+$1.41K	﹤0.01%	1923
2024 Q3	$0	Hold	4	–	–	﹤0.01%	2616
2024 Q2	$0	Hold	4	–	–	﹤0.01%	2621
2024 Q1	$0	Sell	4 -1	-20%	-$25	﹤0.01%	2608
2023 Q4	$0	Hold	5	–	–	﹤0.01%	2568
2023 Q3	$0	Sell	5 -1	-17%	-$27	﹤0.01%	2557
2023 Q2	$0	Hold	6	–	–	﹤0.01%	2512
2023 Q1	$0	Hold	6	–	–	﹤0.01%	2439
2022 Q4	$0	Hold	6	–	–	﹤0.01%	2465
2022 Q3	$0	Sell	6 -2	-25%	-$50	﹤0.01%	2432
2022 Q2	$0	Sell	8 -2	-20%	-$44	﹤0.01%	2248
2022 Q1	$0	Buy	10 +1	+11%	+$31	﹤0.01%	2355
2021 Q4	$0	Buy	+9	New	+$535	﹤0.01%	2251

Other funds holding PHR

Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AQR Capital Management

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

Algert Global San Francisco, California $6.65B AUM 53.68% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Prosight Management Dallas, Texas $610M AUM 40.86% 1-Year Est. Return

Jacobs Levy Equity Management

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return