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Lindbrook Capital’s Phreesia PHR Stock Holding History

Lindbrook Capital’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
2025
Q1 		$1.41K Hold
55
– – ﹤0.01% 2381
2024
Q4 		$1.38K Hold
55
– – ﹤0.01% 2407
2024
Q3 		$1.25K Hold
55
– – ﹤0.01% 2455
2024
Q2 		$1.17K Hold
55
– – ﹤0.01% 2467
2024
Q1 		$1.32K Hold
55
– – ﹤0.01% 2364
2023
Q4 		$1.27K Buy
+55
New +$949 ﹤0.01% 2410
2023
Q3 		– Sell
-11
Closed -$341 – 2794
2023
Q2 		$341 Hold
11
– – ﹤0.01% 2590
2023
Q1 		$355 Hold
11
– – ﹤0.01% 2661
2022
Q4 		$356 Sell
11
-295
-96% -$8.01K ﹤0.01% 2649
2022
Q3 		$8K Buy
306
+297
+3,300% +$7.41K ﹤0.01% 1445
2022
Q2 		$0 Buy
+9
New +$198 ﹤0.01% 2700

Other funds holding PHR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 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 $3.37T AUM 44.26% 1-Year Est. Return

Lindbrook Capital's PHR Position: Q1 2025 in Review

Lindbrook Capital held its Phreesia (PHR) position steady in Q1 2025 at 55 shares worth $1.41K. The position accounts for ﹤0.01% of the portfolio, ranked #2381.

Lindbrook Capital first reported a position in PHR in Q2 2022 and has held it in 11 quarters since. The position peaked at $8K in Q3 2022. 223 funds tracked by Wall St. Rank hold PHR as of Q1 2025.

  • Lindbrook Capital held 55 shares of Phreesia worth $1.41K as of Q1 2025.
  • Lindbrook Capital left its Phreesia share count unchanged in Q1 2025.
  • Phreesia made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2381 holding.
  • Lindbrook Capital first reported a position in Phreesia in Q2 2022 and has held it in 11 quarters since.
  • Lindbrook Capital's Phreesia position peaked at $8K in Q3 2022.
  • 223 funds tracked by Wall St. Rank held Phreesia as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.