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Jackson Creek Investment Advisors’s Phreesia PHR Stock Holding History

Jackson Creek Investment 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
2023
Q2 		– Sell
-30,698
Closed -$991K – 353
2023
Q1 		$991K Sell
30,698
-9
-0% -$317 0.42% 59
2022
Q4 		$994K Sell
30,707
-1,606
-5% -$43.6K 0.44% 50
2022
Q3 		$823K Buy
+32,313
New +$806K 0.39% 119

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

Jackson Creek Investment Advisors's PHR Position: Q2 2023 in Review

Jackson Creek Investment Advisors sold out of Phreesia (PHR) in Q2 2023, closing a stake of 30,698 shares — an estimated $991K sold.

Jackson Creek Investment Advisors first reported a position in PHR in Q3 2022 and held it in 3 quarters. The position peaked at $994K in Q4 2022. 192 funds tracked by Wall St. Rank hold PHR as of Q2 2023.

  • Jackson Creek Investment Advisors reported no remaining Phreesia position as of Q2 2023 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 30,698 Phreesia shares in Q2 2023, an estimated $991K.
  • Jackson Creek Investment Advisors first reported a position in Phreesia in Q3 2022 and held it in 3 quarters.
  • Jackson Creek Investment Advisors's Phreesia position peaked at $994K in Q4 2022.
  • 192 funds tracked by Wall St. Rank held Phreesia as of Q2 2023.

Based on Jackson Creek Investment Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.