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Creekmur Asset Management’s Phreesia PHR Stock Holding History

Creekmur 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
2025
Q1 		– Sell
-56
Closed -$1.41K – 931
2024
Q4 		$1.41K Hold
56
– – ﹤0.01% 636
2024
Q3 		$1.28K Hold
56
– – ﹤0.01% 702
2024
Q2 		$1.19K Buy
+56
New +$1.22K ﹤0.01% 769

Other funds holding PHR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creekmur Asset Management's PHR Position: Q1 2025 in Review

Creekmur Asset Management sold out of Phreesia (PHR) in Q1 2025, closing a stake of 56 shares — an estimated $1.41K sold.

Creekmur Asset Management first reported a position in PHR in Q2 2024 and held it in 3 quarters. The position peaked at $1.41K in Q4 2024. 222 funds tracked by Wall St. Rank hold PHR as of Q1 2025.

  • Creekmur Asset Management reported no remaining Phreesia position as of Q1 2025 after selling out during the quarter.
  • Creekmur Asset Management sold 56 Phreesia shares in Q1 2025, an estimated $1.41K.
  • Creekmur Asset Management first reported a position in Phreesia in Q2 2024 and held it in 3 quarters.
  • Creekmur Asset Management's Phreesia position peaked at $1.41K in Q4 2024.
  • 222 funds tracked by Wall St. Rank held Phreesia as of Q1 2025.

Based on Creekmur Asset Management's 13F filing for Q1 2025, filed 5 May 2025.