MGO One Seven’s Phreesia PHR Stock Holding History

MGO One Seven’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	-3,504	Closed	-$247K	–	690
2021 Q3	$247K	Buy	+3,504	New	+$234K	0.03%	505

Other funds holding PHR

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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 New York $145B AUM 34.61% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MGO One Seven's PHR Position: Q4 2021 in Review

MGO One Seven sold out of Phreesia (PHR) in Q4 2021, closing a stake of 3,504 shares — an estimated $247K sold.

MGO One Seven first reported a position in PHR in Q3 2021 and held it in 1 quarter. The position peaked at $247K in Q3 2021. 178 funds tracked by Wall St. Rank hold PHR as of Q4 2021.

MGO One Seven reported no remaining Phreesia position as of Q4 2021 after selling out during the quarter.
MGO One Seven sold 3,504 Phreesia shares in Q4 2021, an estimated $247K.
MGO One Seven first reported a position in Phreesia in Q3 2021 and held it in 1 quarter.
MGO One Seven's Phreesia position peaked at $247K in Q3 2021.
178 funds tracked by Wall St. Rank held Phreesia as of Q4 2021.

Based on MGO One Seven's 13F filing for Q4 2021, filed 9 Feb 2022.