FORA Capital’s Phreesia PHR Stock Holding History

FORA 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
2021 Q2	–	Sell	-3,927	Closed	-$205K	–	1084
2021 Q1	$205K	Sell	3,927 -5,131	-57%	-$323K	0.07%	283
2020 Q4	$491K	Buy	+9,058	New	+$389K	0.07%	288

Other funds holding PHR

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

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

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

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

RSCM

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

FORA Capital's PHR Position: Q2 2021 in Review

FORA Capital sold out of Phreesia (PHR) in Q2 2021, closing a stake of 3,927 shares — an estimated $205K sold.

FORA Capital first reported a position in PHR in Q4 2020 and held it in 2 quarters. The position peaked at $491K in Q4 2020. 185 funds tracked by Wall St. Rank hold PHR as of Q2 2021.

FORA Capital reported no remaining Phreesia position as of Q2 2021 after selling out during the quarter.
FORA Capital sold 3,927 Phreesia shares in Q2 2021, an estimated $205K.
FORA Capital first reported a position in Phreesia in Q4 2020 and held it in 2 quarters.
FORA Capital's Phreesia position peaked at $491K in Q4 2020.
185 funds tracked by Wall St. Rank held Phreesia as of Q2 2021.

Based on FORA Capital's 13F filing for Q2 2021, filed 16 Aug 2021.