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Private Trust Company’s Phreesia PHR Stock Holding History

Private Trust Company’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
Q4 		– Sell
-195
Closed -$3.64K – 2399
2023
Q3 		$3.64K Hold
195
– – ﹤0.01% 1970
2023
Q2 		$6.05K Sell
195
-10
-5% -$313 ﹤0.01% 1813
2023
Q1 		$6.62K Hold
205
– – ﹤0.01% 1744
2022
Q4 		$7K Hold
205
– – ﹤0.01% 1699
2022
Q3 		$5K Hold
205
– – ﹤0.01% 1682
2022
Q2 		$5K Buy
+205
New +$4.51K ﹤0.01% 1761

Other funds holding PHR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Private Trust Company's PHR Position: Q4 2023 in Review

Private Trust Company sold out of Phreesia (PHR) in Q4 2023, closing a stake of 195 shares — an estimated $3.64K sold.

Private Trust Company first reported a position in PHR in Q2 2022 and held it in 6 quarters. The position peaked at $7K in Q4 2022. 186 funds tracked by Wall St. Rank hold PHR as of Q4 2023.

  • Private Trust Company reported no remaining Phreesia position as of Q4 2023 after selling out during the quarter.
  • Private Trust Company sold 195 Phreesia shares in Q4 2023, an estimated $3.64K.
  • Private Trust Company first reported a position in Phreesia in Q2 2022 and held it in 6 quarters.
  • Private Trust Company's Phreesia position peaked at $7K in Q4 2022.
  • 186 funds tracked by Wall St. Rank held Phreesia as of Q4 2023.

Based on Private Trust Company's 13F filing for Q4 2023, filed 24 Jan 2024.