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Liberty Wealth Management’s Phreesia PHR Stock Holding History

Liberty Wealth 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
2021
Q4 		– Sell
-200
Closed -$12K – 836
2021
Q3 		$12K Hold
200
– – ﹤0.01% 791
2021
Q2 		$12K Hold
200
– – ﹤0.01% 615
2021
Q1 		$13K Hold
200
– – 0.01% 543
2020
Q4 		$13K Buy
+200
New +$8.58K 0.01% 540

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 $145B AUM 34.61% 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

Liberty Wealth Management's PHR Position: Q4 2021 in Review

Liberty Wealth Management sold out of Phreesia (PHR) in Q4 2021, closing a stake of 200 shares — an estimated $12K sold.

Liberty Wealth Management first reported a position in PHR in Q4 2020 and held it in 4 quarters. The position peaked at $13K in Q1 2021. 178 funds tracked by Wall St. Rank hold PHR as of Q4 2021.

  • Liberty Wealth Management reported no remaining Phreesia position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 200 Phreesia shares in Q4 2021, an estimated $12K.
  • Liberty Wealth Management first reported a position in Phreesia in Q4 2020 and held it in 4 quarters.
  • Liberty Wealth Management's Phreesia position peaked at $13K in Q1 2021.
  • 178 funds tracked by Wall St. Rank held Phreesia as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.