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Pictet Asset Management (Switzerland)’s Phreesia PHR Stock Holding History

Pictet Asset Management (Switzerland)’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
-83,456
Closed -$2.13M – 2008
2022
Q3 		$2.13M Buy
83,456
+13,458
+19% +$336K ﹤0.01% 916
2022
Q2 		$1.75M Buy
69,998
+17,706
+34% +$390K ﹤0.01% 960
2022
Q1 		$1.38M Buy
52,292
+33,654
+181% +$1.03M ﹤0.01% 1017
2021
Q4 		$776K Buy
+18,638
New +$1.11M ﹤0.01% 1117

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

Pictet Asset Management (Switzerland)'s PHR Position: Q4 2022 in Review

Pictet Asset Management (Switzerland) sold out of Phreesia (PHR) in Q4 2022, closing a stake of 83,456 shares — an estimated $2.13M sold.

Pictet Asset Management (Switzerland) first reported a position in PHR in Q4 2021 and held it in 4 quarters. The position peaked at $2.13M in Q3 2022. 179 funds tracked by Wall St. Rank hold PHR as of Q4 2022.

  • Pictet Asset Management (Switzerland) reported no remaining Phreesia position as of Q4 2022 after selling out during the quarter.
  • Pictet Asset Management (Switzerland) sold 83,456 Phreesia shares in Q4 2022, an estimated $2.13M.
  • Pictet Asset Management (Switzerland) first reported a position in Phreesia in Q4 2021 and held it in 4 quarters.
  • Pictet Asset Management (Switzerland)'s Phreesia position peaked at $2.13M in Q3 2022.
  • 179 funds tracked by Wall St. Rank held Phreesia as of Q4 2022.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q4 2022, filed 13 Feb 2023.