FFA
PHR icon

Farther Finance Advisors’s Phreesia PHR Stock Holding History

Farther Finance Advisors’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 		$57.3K Buy
6,821
+4,757
+230% +$62.9K ﹤0.01% 2897
2025
Q4 		$34.9K Buy
2,064
+408
+25% +$8.42K ﹤0.01% 3049
2025
Q3 		$38.9K Sell
1,656
-1,376
-45% -$37.4K ﹤0.01% 2598
2025
Q2 		$86.3K Buy
3,032
+3,000
+9,375% +$76.1K ﹤0.01% 1834
2025
Q1 		$815 Hold
32
– – ﹤0.01% 3678
2024
Q4 		$805 Hold
32
– – ﹤0.01% 3314
2024
Q3 		$729 Hold
32
– – ﹤0.01% 3330
2024
Q2 		$661 Hold
32
– – ﹤0.01% 3209
2024
Q1 		$739 Hold
32
– – ﹤0.01% 2889
2023
Q4 		$741 Buy
+32
New +$552 ﹤0.01% 2842

Other funds holding PHR

PFCS
Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AG
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
PM
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