PCG
PHR icon

Private Capital Group’s Phreesia PHR Stock Holding History

Private Capital Group’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
Q2 		$4K Hold
154
– – ﹤0.01% 1352
2022
Q1 		$4K Buy
+154
New +$4.72K ﹤0.01% 1618
2021
Q4 		– Sell
-115
Closed -$7K – 2162
2021
Q3 		$7K Buy
115
+45
+64% +$3K ﹤0.01% 1482
2021
Q2 		$4K Hold
70
– – ﹤0.01% 1653
2021
Q1 		$4K Buy
+70
New +$4.41K ﹤0.01% 1594

Other funds holding PHR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $64.6B AUM 18.98% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $2.05B AUM 161.37% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Private Capital Group's PHR Position: Q2 2022 in Review

Private Capital Group held its Phreesia (PHR) position steady in Q2 2022 at 154 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1352.

Private Capital Group first reported a position in PHR in Q1 2021 and has held it in 5 quarters since. The position peaked at $7K in Q3 2021. 164 funds tracked by Wall St. Rank hold PHR as of Q2 2022.

  • Private Capital Group held 154 shares of Phreesia worth $4K as of Q2 2022.
  • Private Capital Group left its Phreesia share count unchanged in Q2 2022.
  • Phreesia made up ﹤0.01% of Private Capital Group's portfolio in Q2 2022, its #1352 holding.
  • Private Capital Group first reported a position in Phreesia in Q1 2021 and has held it in 5 quarters since.
  • Private Capital Group's Phreesia position peaked at $7K in Q3 2021.
  • 164 funds tracked by Wall St. Rank held Phreesia as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.