Next Financial Group’s Phreesia PHR Stock Holding History

Next Financial Group’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 Q1	–	Sell	-161	Closed	-$9K	–	2616
2020 Q4	$9K	Sell	161 -397	-71%	-$17K	﹤0.01%	1817
2020 Q3	$18K	Buy	+558	New	+$16.6K	﹤0.01%	1454

Other funds holding PHR

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

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

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

Jennison Associates New York $145B AUM 34.61% 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

Next Financial Group's PHR Position: Q1 2021 in Review

Next Financial Group sold out of Phreesia (PHR) in Q1 2021, closing a stake of 161 shares — an estimated $9K sold.

Next Financial Group first reported a position in PHR in Q3 2020 and held it in 2 quarters. The position peaked at $18K in Q3 2020. 188 funds tracked by Wall St. Rank hold PHR as of Q1 2021.

Next Financial Group reported no remaining Phreesia position as of Q1 2021 after selling out during the quarter.
Next Financial Group sold 161 Phreesia shares in Q1 2021, an estimated $9K.
Next Financial Group first reported a position in Phreesia in Q3 2020 and held it in 2 quarters.
Next Financial Group's Phreesia position peaked at $18K in Q3 2020.
188 funds tracked by Wall St. Rank held Phreesia as of Q1 2021.

Based on Next Financial Group's 13F filing for Q1 2021, filed 16 Apr 2021.