EntryPoint Capital’s Phreesia PHR Stock Holding History

EntryPoint Capital’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
2024 Q2	–	Sell	-7,069	Closed	-$169K	–	1453
2024 Q1	$169K	Buy	+7,069	New	+$176K	0.15%	166

Other funds holding PHR

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

RSCM

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

EntryPoint Capital's PHR Position: Q2 2024 in Review

EntryPoint Capital sold out of Phreesia (PHR) in Q2 2024, closing a stake of 7,069 shares — an estimated $169K sold.

EntryPoint Capital first reported a position in PHR in Q1 2024 and held it in 1 quarter. The position peaked at $169K in Q1 2024. 176 funds tracked by Wall St. Rank hold PHR as of Q2 2024.

EntryPoint Capital reported no remaining Phreesia position as of Q2 2024 after selling out during the quarter.
EntryPoint Capital sold 7,069 Phreesia shares in Q2 2024, an estimated $169K.
EntryPoint Capital first reported a position in Phreesia in Q1 2024 and held it in 1 quarter.
EntryPoint Capital's Phreesia position peaked at $169K in Q1 2024.
176 funds tracked by Wall St. Rank held Phreesia as of Q2 2024.

Based on EntryPoint Capital's 13F filing for Q2 2024, filed 13 Aug 2024.