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PFS Investments’s Phreesia PHR Stock Holding History

PFS Investments’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
2023
Q2 		$341K Buy
11,010
+1,101
+11% +$34.5K 0.01% 429
2023
Q1 		$302K Buy
9,909
+3,344
+51% +$118K 0.01% 433
2022
Q4 		$212K Buy
+6,565
New +$178K ﹤0.01% 427

Other funds holding PHR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $2.05B AUM 161.37% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

PFS Investments's PHR Position: Q2 2023 in Review

PFS Investments increased its Phreesia (PHR) stake by 11% in Q2 2023, buying an estimated $34.5K and bringing the position to 11,010 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #429.

PFS Investments first reported a position in PHR in Q4 2022 and has held it in 3 quarters since. 193 funds tracked by Wall St. Rank hold PHR as of Q2 2023.

  • PFS Investments held 11,010 shares of Phreesia worth $341K as of Q2 2023.
  • PFS Investments bought 1,101 Phreesia shares in Q2 2023, an estimated $34.5K.
  • Phreesia made up 0.01% of PFS Investments's portfolio in Q2 2023, its #429 holding.
  • PFS Investments first reported a position in Phreesia in Q4 2022 and has held it in 3 quarters since.
  • 193 funds tracked by Wall St. Rank held Phreesia as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.