HighTower Advisors
PHR icon

HighTower Advisors’s Phreesia PHR Stock Holding History

HighTower Advisors’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
Q4 		– Sell
-13,958
Closed -$319K – 4005
2024
Q3 		$319K Buy
13,958
+249
+2% +$5.83K ﹤0.01% 2771
2024
Q2 		$290K Buy
+13,709
New +$297K ﹤0.01% 2737

Other funds holding PHR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

HighTower Advisors's PHR Position: Q4 2024 in Review

HighTower Advisors sold out of Phreesia (PHR) in Q4 2024, closing a stake of 13,958 shares — an estimated $319K sold.

HighTower Advisors first reported a position in PHR in Q2 2024 and held it in 2 quarters. The position peaked at $319K in Q3 2024. 190 funds tracked by Wall St. Rank hold PHR as of Q4 2024.

  • HighTower Advisors reported no remaining Phreesia position as of Q4 2024 after selling out during the quarter.
  • HighTower Advisors sold 13,958 Phreesia shares in Q4 2024, an estimated $319K.
  • HighTower Advisors first reported a position in Phreesia in Q2 2024 and held it in 2 quarters.
  • HighTower Advisors's Phreesia position peaked at $319K in Q3 2024.
  • 190 funds tracked by Wall St. Rank held Phreesia as of Q4 2024.

Based on HighTower Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.