R Squared’s Phreesia PHR Stock Holding History

R Squared’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
2025 Q1	–	Sell	-1,200	Closed	-$30.2K	–	1164
2024 Q4	$30.2K	Buy	+1,200	New	+$25.6K	0.03%	698

Other funds holding PHR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

R Squared's PHR Position: Q1 2025 in Review

R Squared sold out of Phreesia (PHR) in Q1 2025, closing a stake of 1,200 shares — an estimated $30.2K sold.

R Squared first reported a position in PHR in Q4 2024 and held it in 1 quarter. The position peaked at $30.2K in Q4 2024. 222 funds tracked by Wall St. Rank hold PHR as of Q1 2025.

R Squared reported no remaining Phreesia position as of Q1 2025 after selling out during the quarter.
R Squared sold 1,200 Phreesia shares in Q1 2025, an estimated $30.2K.
R Squared first reported a position in Phreesia in Q4 2024 and held it in 1 quarter.
R Squared's Phreesia position peaked at $30.2K in Q4 2024.
222 funds tracked by Wall St. Rank held Phreesia as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.