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JP Morgan Private Wealth Advisors’s Phreesia PHR Stock Holding History

JP Morgan Private Wealth 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
Q3 		– Sell
-11,473
Closed -$356K – 1768
2023
Q2 		$356K Sell
11,473
-920
-7% -$28.8K ﹤0.01% 1169
2023
Q1 		$400K Buy
12,393
+2,315
+23% +$81.5K ﹤0.01% 1559
2022
Q4 		$326K Sell
10,078
-377
-4% -$10.2K ﹤0.01% 1626
2022
Q3 		$266K Sell
10,455
-1,885
-15% -$47K ﹤0.01% 1705
2022
Q2 		$309K Buy
12,340
+1,192
+11% +$26.2K ﹤0.01% 1634
2022
Q1 		$294K Buy
11,148
+422
+4% +$12.9K ﹤0.01% 1753
2021
Q4 		$447K Buy
10,726
+1,452
+16% +$86.2K ﹤0.01% 1596
2021
Q3 		$572K Buy
9,274
+46
+0.5% +$3.07K ﹤0.01% 1449
2021
Q2 		$566K Buy
9,228
+3,313
+56% +$173K ﹤0.01% 1433
2021
Q1 		$308K Sell
5,915
-2,199
-27% -$139K ﹤0.01% 1517
2020
Q4 		$440K Buy
8,114
+836
+11% +$35.9K ﹤0.01% 1336
2020
Q3 		$234K Buy
+7,278
New +$217K ﹤0.01% 1470

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 $6.73T AUM 46.02% 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 $167B AUM 44.17% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 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 $12.8B AUM 48.82% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

JP Morgan Private Wealth Advisors's PHR Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors sold out of Phreesia (PHR) in Q3 2023, closing a stake of 11,473 shares — an estimated $356K sold.

JP Morgan Private Wealth Advisors first reported a position in PHR in Q3 2020 and held it in 12 quarters. The position peaked at $572K in Q3 2021. 175 funds tracked by Wall St. Rank hold PHR as of Q3 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Phreesia position as of Q3 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 11,473 Phreesia shares in Q3 2023, an estimated $356K.
  • JP Morgan Private Wealth Advisors first reported a position in Phreesia in Q3 2020 and held it in 12 quarters.
  • JP Morgan Private Wealth Advisors's Phreesia position peaked at $572K in Q3 2021.
  • 175 funds tracked by Wall St. Rank held Phreesia as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.