HeadInvest LLC’s Phreesia PHR Stock Holding History

HeadInvest LLC’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
2023 Q4	–	Sell	-40	Closed	-$732	–	558
2023 Q3	$732	Buy	+40	New	+$1.08K	﹤0.01%	722

Other funds holding PHR

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

HeadInvest LLC's PHR Position: Q4 2023 in Review

HeadInvest LLC sold out of Phreesia (PHR) in Q4 2023, closing a stake of 40 shares — an estimated $732 sold.

HeadInvest LLC first reported a position in PHR in Q3 2023 and held it in 1 quarter. The position peaked at $732 in Q3 2023. 186 funds tracked by Wall St. Rank hold PHR as of Q4 2023.

HeadInvest LLC reported no remaining Phreesia position as of Q4 2023 after selling out during the quarter.
HeadInvest LLC sold 40 Phreesia shares in Q4 2023, an estimated $732.
HeadInvest LLC first reported a position in Phreesia in Q3 2023 and held it in 1 quarter.
HeadInvest LLC's Phreesia position peaked at $732 in Q3 2023.
186 funds tracked by Wall St. Rank held Phreesia as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.