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Glassman Wealth Services’s Phreesia PHR Stock Holding History

Glassman Wealth Services’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
2024
Q1 		– Sell
-85
Closed -$1.97K – 1373
2023
Q4 		$1.97K Buy
85
+46
+118% +$794 ﹤0.01% 1352
2023
Q3 		$729 Hold
39
– – ﹤0.01% 1653
2023
Q2 		$1.21K Hold
39
– – ﹤0.01% 1388
2023
Q1 		$1.26K Hold
39
– – ﹤0.01% 1361
2022
Q4 		$1.26K Hold
39
– – ﹤0.01% 1370
2022
Q3 		$1K Hold
39
– – ﹤0.01% 1487
2022
Q2 		$1K Buy
+39
New +$859 ﹤0.01% 1490
2022
Q1 		– Sell
-10
Closed – – 1874
2021
Q4 		$0 Buy
+10
New +$594 ﹤0.01% 1840

Other funds holding PHR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 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
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Glassman Wealth Services's PHR Position: Q1 2024 in Review

Glassman Wealth Services sold out of Phreesia (PHR) in Q1 2024, closing a stake of 85 shares — an estimated $1.97K sold.

Glassman Wealth Services first reported a position in PHR in Q4 2021 and held it in 8 quarters. The position peaked at $1.97K in Q4 2023. 190 funds tracked by Wall St. Rank hold PHR as of Q1 2024.

  • Glassman Wealth Services reported no remaining Phreesia position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 85 Phreesia shares in Q1 2024, an estimated $1.97K.
  • Glassman Wealth Services first reported a position in Phreesia in Q4 2021 and held it in 8 quarters.
  • Glassman Wealth Services's Phreesia position peaked at $1.97K in Q4 2023.
  • 190 funds tracked by Wall St. Rank held Phreesia as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.