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NumerixS Investment Technologies’s Phreesia PHR Stock Holding History

NumerixS Investment Technologies’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
Q3 		– Sell
-4,130
Closed -$117K – 618
2020
Q2 		$117K Buy
4,130
+2,230
+117% +$58.1K 0.03% 542
2020
Q1 		$40K Buy
+1,900
New +$52.1K 0.02% 662
2019
Q4 		– Sell
-3,925
Closed -$95K – 1199
2019
Q3 		$95K Buy
+3,925
New +$104K 0.02% 566

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

NumerixS Investment Technologies's PHR Position: Q3 2020 in Review

NumerixS Investment Technologies sold out of Phreesia (PHR) in Q3 2020, closing a stake of 4,130 shares — an estimated $117K sold.

NumerixS Investment Technologies first reported a position in PHR in Q3 2019 and held it in 3 quarters. The position peaked at $117K in Q2 2020. 160 funds tracked by Wall St. Rank hold PHR as of Q3 2020.

  • NumerixS Investment Technologies reported no remaining Phreesia position as of Q3 2020 after selling out during the quarter.
  • NumerixS Investment Technologies sold 4,130 Phreesia shares in Q3 2020, an estimated $117K.
  • NumerixS Investment Technologies first reported a position in Phreesia in Q3 2019 and held it in 3 quarters.
  • NumerixS Investment Technologies's Phreesia position peaked at $117K in Q2 2020.
  • 160 funds tracked by Wall St. Rank held Phreesia as of Q3 2020.

Based on NumerixS Investment Technologies's 13F filing for Q3 2020.