Founders Financial Alliance’s Phreesia PHR Stock Holding History

Founders Financial Alliance’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	-20	Closed	-$1K	–	1017
2020 Q3	$1K	Buy	+20	New	+$595	﹤0.01%	1307

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

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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

Founders Financial Alliance's PHR Position: Q4 2020 in Review

Founders Financial Alliance sold out of Phreesia (PHR) in Q4 2020, closing a stake of 20 shares — an estimated $1K sold.

Founders Financial Alliance first reported a position in PHR in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 179 funds tracked by Wall St. Rank hold PHR as of Q4 2020.

Founders Financial Alliance reported no remaining Phreesia position as of Q4 2020 after selling out during the quarter.
Founders Financial Alliance sold 20 Phreesia shares in Q4 2020, an estimated $1K.
Founders Financial Alliance first reported a position in Phreesia in Q3 2020 and held it in 1 quarter.
Founders Financial Alliance's Phreesia position peaked at $1K in Q3 2020.
179 funds tracked by Wall St. Rank held Phreesia as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.