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Leonteq Securities AG’s Phreesia PHR Stock Holding History

Leonteq Securities AG’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
-286
Closed -$9.23K – 1294
2023
Q1 		$9.23K Sell
286
-23
-7% -$809 ﹤0.01% 1040
2022
Q4 		$10K Hold
309
– – ﹤0.01% 1057
2022
Q3 		$7.87K Hold
309
– – ﹤0.01% 1086
2022
Q2 		$7.73K Sell
309
-37
-11% -$815 ﹤0.01% 1118
2022
Q1 		$9.12K Hold
346
– – ﹤0.01% 1124
2021
Q4 		$14.4K Hold
346
– – ﹤0.01% 1119
2021
Q3 		$21.3K Buy
+346
New +$23.1K ﹤0.01% 978

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

Leonteq Securities AG's PHR Position: Q2 2023 in Review

Leonteq Securities AG sold out of Phreesia (PHR) in Q2 2023, closing a stake of 286 shares — an estimated $9.23K sold.

Leonteq Securities AG first reported a position in PHR in Q3 2021 and held it in 7 quarters. The position peaked at $21.3K in Q3 2021. 192 funds tracked by Wall St. Rank hold PHR as of Q2 2023.

  • Leonteq Securities AG reported no remaining Phreesia position as of Q2 2023 after selling out during the quarter.
  • Leonteq Securities AG sold 286 Phreesia shares in Q2 2023, an estimated $9.23K.
  • Leonteq Securities AG first reported a position in Phreesia in Q3 2021 and held it in 7 quarters.
  • Leonteq Securities AG's Phreesia position peaked at $21.3K in Q3 2021.
  • 192 funds tracked by Wall St. Rank held Phreesia as of Q2 2023.

Based on Leonteq Securities AG's 13F filing for Q2 2023, filed 11 Mar 2026.