LCP
PHR icon

Legacy Capital Partners’s Phreesia PHR Stock Holding History

Legacy Capital Partners’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
2021
Q4 		– Sell
-3,410
Closed -$210K – 148
2021
Q3 		$210K Hold
3,410
– – 0.08% 130
2021
Q2 		$209K Buy
+3,410
New +$178K 0.07% 137

Other funds holding PHR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Legacy Capital Partners's PHR Position: Q4 2021 in Review

Legacy Capital Partners sold out of Phreesia (PHR) in Q4 2021, closing a stake of 3,410 shares — an estimated $210K sold.

Legacy Capital Partners first reported a position in PHR in Q2 2021 and held it in 2 quarters. The position peaked at $210K in Q3 2021. 178 funds tracked by Wall St. Rank hold PHR as of Q4 2021.

  • Legacy Capital Partners reported no remaining Phreesia position as of Q4 2021 after selling out during the quarter.
  • Legacy Capital Partners sold 3,410 Phreesia shares in Q4 2021, an estimated $210K.
  • Legacy Capital Partners first reported a position in Phreesia in Q2 2021 and held it in 2 quarters.
  • Legacy Capital Partners's Phreesia position peaked at $210K in Q3 2021.
  • 178 funds tracked by Wall St. Rank held Phreesia as of Q4 2021.

Based on Legacy Capital Partners's 13F filing for Q4 2021, filed 27 Jan 2022.