NPA
PHR icon

Nichols & Pratt Advisers’s Phreesia PHR Stock Holding History

Nichols & Pratt Advisers’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
2024
Q2 		– Sell
-12,365
Closed -$296K – 106
2024
Q1 		$296K Sell
12,365
-19,025
-61% -$473K 0.02% 90
2023
Q4 		$727K Sell
31,390
-6,225
-17% -$107K 0.05% 74
2023
Q3 		$703K Sell
37,615
-23,585
-39% -$634K 0.05% 76
2023
Q2 		$1.9M Sell
61,200
-220
-0.4% -$6.89K 0.14% 56
2023
Q1 		$1.98M Sell
61,420
-1,000
-2% -$35.2K 0.15% 54
2022
Q4 		$2.02M Buy
62,420
+945
+2% +$25.7K 0.16% 54
2022
Q3 		$1.57M Sell
61,475
-20
-0% -$499 0.14% 57
2022
Q2 		$1.54M Buy
61,495
+5,975
+11% +$132K 0.13% 58
2022
Q1 		$1.46M Buy
55,520
+10,880
+24% +$333K 0.11% 62
2021
Q4 		$1.86M Buy
44,640
+5,905
+15% +$351K 0.13% 61
2021
Q3 		$2.35M Buy
38,735
+9,660
+33% +$645K 0.18% 56
2021
Q2 		$1.78M Buy
29,075
+8,950
+44% +$466K 0.13% 58
2021
Q1 		$1.05M Buy
20,125
+2,425
+14% +$153K 0.08% 69
2020
Q4 		$960K Buy
+17,700
New +$760K 0.08% 69

Other funds holding PHR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Nichols & Pratt Advisers's PHR Position: Q2 2024 in Review

Nichols & Pratt Advisers sold out of Phreesia (PHR) in Q2 2024, closing a stake of 12,365 shares — an estimated $296K sold.

Nichols & Pratt Advisers first reported a position in PHR in Q4 2020 and held it in 14 quarters. The position peaked at $2.35M in Q3 2021. 176 funds tracked by Wall St. Rank hold PHR as of Q2 2024.

  • Nichols & Pratt Advisers reported no remaining Phreesia position as of Q2 2024 after selling out during the quarter.
  • Nichols & Pratt Advisers sold 12,365 Phreesia shares in Q2 2024, an estimated $296K.
  • Nichols & Pratt Advisers first reported a position in Phreesia in Q4 2020 and held it in 14 quarters.
  • Nichols & Pratt Advisers's Phreesia position peaked at $2.35M in Q3 2021.
  • 176 funds tracked by Wall St. Rank held Phreesia as of Q2 2024.

Based on Nichols & Pratt Advisers's 13F filing for Q2 2024, filed 25 Jul 2024.