FHA
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Flagship Harbor Advisors’s Phreesia PHR Stock Holding History

Flagship Harbor 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
2020
Q4 		– Sell
-2,800
Closed -$89K – 1401
2020
Q3 		$89K Buy
2,800
+300
+12% +$8.93K 0.01% 690
2020
Q2 		$70K Buy
2,500
+500
+25% +$13K 0.01% 757
2020
Q1 		$42K Buy
+2,000
New +$54.8K 0.01% 805

Other funds holding PHR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Flagship Harbor Advisors's PHR Position: Q4 2020 in Review

Flagship Harbor Advisors sold out of Phreesia (PHR) in Q4 2020, closing a stake of 2,800 shares — an estimated $89K sold.

Flagship Harbor Advisors first reported a position in PHR in Q1 2020 and held it in 3 quarters. The position peaked at $89K in Q3 2020. 179 funds tracked by Wall St. Rank hold PHR as of Q4 2020.

  • Flagship Harbor Advisors reported no remaining Phreesia position as of Q4 2020 after selling out during the quarter.
  • Flagship Harbor Advisors sold 2,800 Phreesia shares in Q4 2020, an estimated $89K.
  • Flagship Harbor Advisors first reported a position in Phreesia in Q1 2020 and held it in 3 quarters.
  • Flagship Harbor Advisors's Phreesia position peaked at $89K in Q3 2020.
  • 179 funds tracked by Wall St. Rank held Phreesia as of Q4 2020.

Based on Flagship Harbor Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.