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International Assets Investment Management’s Phreesia PHR Stock Holding History

International Assets Investment 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
2026
Q1 		– Sell
-71
Closed -$1.2K – 2333
2025
Q4 		$1.2K Buy
+71
New +$1.47K ﹤0.01% 2020
2024
Q4 		– Sell
-1,459
Closed -$64 – 1583
2024
Q3 		$64 Buy
1,459
+1,395
+2,180% +$32.7K ﹤0.01% 1694
2024
Q2 		$1.36K Buy
+64
New +$1.39K ﹤0.01% 2059
2021
Q2 		– Sell
-82
Closed -$4K – 1500
2021
Q1 		$4K Buy
82
+41
+100% +$2.58K ﹤0.01% 1866
2020
Q4 		$2K Buy
+41
New +$1.76K ﹤0.01% 1909

Other funds holding PHR

PFCS
Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AG
Algert Global San Francisco, California $6.65B AUM 53.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PM
Prosight Management Dallas, Texas $610M AUM 40.86% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

International Assets Investment Management's PHR Position: Q1 2026 in Review

International Assets Investment Management sold out of Phreesia (PHR) in Q1 2026, closing a stake of 71 shares — an estimated $1.2K sold.

International Assets Investment Management first reported a position in PHR in Q4 2020 and held it in 5 quarters. The position peaked at $4K in Q1 2021. 244 funds tracked by Wall St. Rank hold PHR as of Q1 2026.

  • International Assets Investment Management reported no remaining Phreesia position as of Q1 2026 after selling out during the quarter.
  • International Assets Investment Management sold 71 Phreesia shares in Q1 2026, an estimated $1.2K.
  • International Assets Investment Management first reported a position in Phreesia in Q4 2020 and held it in 5 quarters.
  • International Assets Investment Management's Phreesia position peaked at $4K in Q1 2021.
  • 244 funds tracked by Wall St. Rank held Phreesia as of Q1 2026.

Based on International Assets Investment Management's 13F filing for Q1 2026, filed 1 May 2026.