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Pinz Capital Management’s Phreesia PHR Stock Holding History

Pinz Capital Management’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
2021
Q3 		– Sell
-2,000
Closed -$123K – 324
2021
Q2 		$123K Buy
+2,000
New +$104K 0.04% 153
2020
Q1 		– Sell
-137,961
Closed -$3.67M – 282
2019
Q4 		$3.67M Buy
+137,961
New +$3.81M 1.35% 10

Other funds holding PHR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Pinz Capital Management's PHR Position: Q3 2021 in Review

Pinz Capital Management sold out of Phreesia (PHR) in Q3 2021, closing a stake of 2,000 shares — an estimated $123K sold.

Pinz Capital Management first reported a position in PHR in Q4 2019 and held it in 2 quarters. The position peaked at $3.67M in Q4 2019. 178 funds tracked by Wall St. Rank hold PHR as of Q3 2021.

  • Pinz Capital Management reported no remaining Phreesia position as of Q3 2021 after selling out during the quarter.
  • Pinz Capital Management sold 2,000 Phreesia shares in Q3 2021, an estimated $123K.
  • Pinz Capital Management first reported a position in Phreesia in Q4 2019 and held it in 2 quarters.
  • Pinz Capital Management's Phreesia position peaked at $3.67M in Q4 2019.
  • 178 funds tracked by Wall St. Rank held Phreesia as of Q3 2021.

Based on Pinz Capital Management's 13F filing for Q3 2021, filed 15 Nov 2021.