Howe & Rusling’s Phreesia PHR Stock Holding History

Howe & Rusling’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
2019 Q4	–	Sell	-100	Closed	-$2K	–	863
2019 Q3	$2K	Buy	+100	New	+$2.64K	﹤0.01%	704

Other funds holding PHR

LLR Walnut Philadelphia, Pennsylvania $10M AUM 71.21% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

Tamarack Advisers Carlsbad, California $2.12M AUM 58.09% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Howe & Rusling's PHR Position: Q4 2019 in Review

Howe & Rusling sold out of Phreesia (PHR) in Q4 2019, closing a stake of 100 shares — an estimated $2K sold.

Howe & Rusling first reported a position in PHR in Q3 2019 and held it in 1 quarter. The position peaked at $2K in Q3 2019. 96 funds tracked by Wall St. Rank hold PHR as of Q4 2019.

Howe & Rusling reported no remaining Phreesia position as of Q4 2019 after selling out during the quarter.
Howe & Rusling sold 100 Phreesia shares in Q4 2019, an estimated $2K.
Howe & Rusling first reported a position in Phreesia in Q3 2019 and held it in 1 quarter.
Howe & Rusling's Phreesia position peaked at $2K in Q3 2019.
96 funds tracked by Wall St. Rank held Phreesia as of Q4 2019.

Based on Howe & Rusling's 13F filing for Q4 2019, filed 5 Feb 2020.