Ellevest Inc’s Phreesia PHR Stock Holding History

Ellevest Inc’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
2023 Q2	–	Sell	-29	Closed	-$936	–	1275
2023 Q1	$936	Sell	29 -75	-72%	-$2.64K	﹤0.01%	1587
2022 Q4	$3.37K	Buy	104 +83	+395%	+$2.25K	﹤0.01%	1279
2022 Q3	$1K	Buy	+21	New	+$524	﹤0.01%	1502

Other funds holding PHR

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

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

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

RSCM

Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Ellevest Inc's PHR Position: Q2 2023 in Review

Ellevest Inc sold out of Phreesia (PHR) in Q2 2023, closing a stake of 29 shares — an estimated $936 sold.

Ellevest Inc first reported a position in PHR in Q3 2022 and held it in 3 quarters. The position peaked at $3.37K in Q4 2022. 192 funds tracked by Wall St. Rank hold PHR as of Q2 2023.

Ellevest Inc reported no remaining Phreesia position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 29 Phreesia shares in Q2 2023, an estimated $936.
Ellevest Inc first reported a position in Phreesia in Q3 2022 and held it in 3 quarters.
Ellevest Inc's Phreesia position peaked at $3.37K in Q4 2022.
192 funds tracked by Wall St. Rank held Phreesia as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.