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NinePointTwo Capital’s Phreesia PHR Stock Holding History

NinePointTwo 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
2022
Q4 		– Sell
-15,937
Closed -$406K – 238
2022
Q3 		$406K Sell
15,937
-792
-5% -$19.8K 0.16% 38
2022
Q2 		$418K Hold
16,729
– – 0.15% 56
2022
Q1 		$440K Buy
+16,729
New +$513K 0.12% 51

Other funds holding PHR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return

NinePointTwo Capital's PHR Position: Q4 2022 in Review

NinePointTwo Capital sold out of Phreesia (PHR) in Q4 2022, closing a stake of 15,937 shares — an estimated $406K sold.

NinePointTwo Capital first reported a position in PHR in Q1 2022 and held it in 3 quarters. The position peaked at $440K in Q1 2022. 179 funds tracked by Wall St. Rank hold PHR as of Q4 2022.

  • NinePointTwo Capital reported no remaining Phreesia position as of Q4 2022 after selling out during the quarter.
  • NinePointTwo Capital sold 15,937 Phreesia shares in Q4 2022, an estimated $406K.
  • NinePointTwo Capital first reported a position in Phreesia in Q1 2022 and held it in 3 quarters.
  • NinePointTwo Capital's Phreesia position peaked at $440K in Q1 2022.
  • 179 funds tracked by Wall St. Rank held Phreesia as of Q4 2022.

Based on NinePointTwo Capital's 13F filing for Q4 2022, filed 14 Feb 2023.