Nachman Norwood & Parrott’s Phreesia PHR Stock Holding History

Nachman Norwood & Parrott’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
2020 Q4	–	Sell	-170	Closed	-$5K	–	813
2020 Q3	$5K	Buy	+170	New	+$5.06K	﹤0.01%	965

Other funds holding PHR

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

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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

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

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

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

Nachman Norwood & Parrott's PHR Position: Q4 2020 in Review

Nachman Norwood & Parrott sold out of Phreesia (PHR) in Q4 2020, closing a stake of 170 shares — an estimated $5K sold.

Nachman Norwood & Parrott first reported a position in PHR in Q3 2020 and held it in 1 quarter. The position peaked at $5K in Q3 2020. 179 funds tracked by Wall St. Rank hold PHR as of Q4 2020.

Nachman Norwood & Parrott reported no remaining Phreesia position as of Q4 2020 after selling out during the quarter.
Nachman Norwood & Parrott sold 170 Phreesia shares in Q4 2020, an estimated $5K.
Nachman Norwood & Parrott first reported a position in Phreesia in Q3 2020 and held it in 1 quarter.
Nachman Norwood & Parrott's Phreesia position peaked at $5K in Q3 2020.
179 funds tracked by Wall St. Rank held Phreesia as of Q4 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2020, filed 19 Jan 2021.