Engrave Wealth Partners’s Phreesia PHR Stock Holding History

Engrave Wealth Partners’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	-37	Closed	-$1K	–	324
2020 Q2	$1K	Buy	+37	New	+$964	﹤0.01%	435

Other funds holding PHR

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 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

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

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Engrave Wealth Partners's PHR Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Phreesia (PHR) in Q3 2020, closing a stake of 37 shares — an estimated $1K sold.

Engrave Wealth Partners first reported a position in PHR in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 160 funds tracked by Wall St. Rank hold PHR as of Q3 2020.

Engrave Wealth Partners reported no remaining Phreesia position as of Q3 2020 after selling out during the quarter.
Engrave Wealth Partners sold 37 Phreesia shares in Q3 2020, an estimated $1K.
Engrave Wealth Partners first reported a position in Phreesia in Q2 2020 and held it in 1 quarter.
Engrave Wealth Partners's Phreesia position peaked at $1K in Q2 2020.
160 funds tracked by Wall St. Rank held Phreesia as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.