HWM
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HighMark Wealth Management’s Phreesia PHR Stock Holding History

HighMark Wealth Management’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
Q2 		– Sell
-171
Closed -$5.52K – 610
2023
Q1 		$5.52K Buy
+171
New +$6.02K ﹤0.01% 379

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

HighMark Wealth Management's PHR Position: Q2 2023 in Review

HighMark Wealth Management sold out of Phreesia (PHR) in Q2 2023, closing a stake of 171 shares — an estimated $5.52K sold.

HighMark Wealth Management first reported a position in PHR in Q1 2023 and held it in 1 quarter. The position peaked at $5.52K in Q1 2023. 192 funds tracked by Wall St. Rank hold PHR as of Q2 2023.

  • HighMark Wealth Management reported no remaining Phreesia position as of Q2 2023 after selling out during the quarter.
  • HighMark Wealth Management sold 171 Phreesia shares in Q2 2023, an estimated $5.52K.
  • HighMark Wealth Management first reported a position in Phreesia in Q1 2023 and held it in 1 quarter.
  • HighMark Wealth Management's Phreesia position peaked at $5.52K in Q1 2023.
  • 192 funds tracked by Wall St. Rank held Phreesia as of Q2 2023.

Based on HighMark Wealth Management's 13F filing for Q2 2023, filed 26 Jul 2023.