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FourThought Financial’s Phreesia PHR Stock Holding History

FourThought Financial’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
2022
Q3 		$79K Buy
3,081
+434
+16% +$10.8K 0.01% 487
2022
Q2 		$66K Buy
2,647
+717
+37% +$15.8K 0.01% 533
2022
Q1 		$51K Buy
1,930
+287
+17% +$8.79K 0.01% 657
2021
Q4 		$68K Hold
1,643
– – 0.01% 579
2021
Q3 		$101K Buy
1,643
+97
+6% +$6.47K 0.01% 489
2021
Q2 		$94K Sell
1,546
-19
-1% -$989 0.01% 519
2021
Q1 		$81K Sell
1,565
-104
-6% -$6.55K 0.01% 552
2020
Q4 		$90K Buy
+1,669
New +$71.6K 0.01% 510

Other funds holding PHR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return

FourThought Financial's PHR Position: Q3 2022 in Review

FourThought Financial increased its Phreesia (PHR) stake by 16% in Q3 2022, buying an estimated $10.8K and bringing the position to 3,081 shares worth $79K. The position accounts for 0.01% of the portfolio, ranked #487.

FourThought Financial first reported a position in PHR in Q4 2020 and has held it in 8 quarters since. The position peaked at $101K in Q3 2021. 181 funds tracked by Wall St. Rank hold PHR as of Q3 2022.

  • FourThought Financial held 3,081 shares of Phreesia worth $79K as of Q3 2022.
  • FourThought Financial bought 434 Phreesia shares in Q3 2022, an estimated $10.8K.
  • Phreesia made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #487 holding.
  • FourThought Financial first reported a position in Phreesia in Q4 2020 and has held it in 8 quarters since.
  • FourThought Financial's Phreesia position peaked at $101K in Q3 2021.
  • 181 funds tracked by Wall St. Rank held Phreesia as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.