R.H. Bluestein & Co’s Phreesia PHR Stock Holding History

R.H. Bluestein & Co’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 Q1	–	Sell	-6,000	Closed	-$326K	–	422
2020 Q4	$326K	Buy	+6,000	New	+$257K	0.01%	262

Other funds holding PHR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

R.H. Bluestein & Co's PHR Position: Q1 2021 in Review

R.H. Bluestein & Co sold out of Phreesia (PHR) in Q1 2021, closing a stake of 6,000 shares — an estimated $326K sold.

R.H. Bluestein & Co first reported a position in PHR in Q4 2020 and held it in 1 quarter. The position peaked at $326K in Q4 2020. 188 funds tracked by Wall St. Rank hold PHR as of Q1 2021.

R.H. Bluestein & Co reported no remaining Phreesia position as of Q1 2021 after selling out during the quarter.
R.H. Bluestein & Co sold 6,000 Phreesia shares in Q1 2021, an estimated $326K.
R.H. Bluestein & Co first reported a position in Phreesia in Q4 2020 and held it in 1 quarter.
R.H. Bluestein & Co's Phreesia position peaked at $326K in Q4 2020.
188 funds tracked by Wall St. Rank held Phreesia as of Q1 2021.

Based on R.H. Bluestein & Co's 13F filing for Q1 2021, filed 12 May 2021.