RJA
PHR icon

Raymond James & Associates’s Phreesia PHR Stock Holding History

Raymond James & Associates’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
2024
Q3 		$392K Buy
17,196
+7,584
+79% +$178K ﹤0.01% 3249
2024
Q2 		$204K Sell
9,612
-2,283
-19% -$49.5K ﹤0.01% 3595
2024
Q1 		$285K Buy
11,895
+2,127
+22% +$52.8K ﹤0.01% 3399
2023
Q4 		$226K Buy
+9,768
New +$169K ﹤0.01% 3451
2023
Q3 		– Sell
-10,922
Closed -$339K – 3903
2023
Q2 		$339K Hold
10,922
– – ﹤0.01% 3173
2023
Q1 		$353K Hold
10,922
– – ﹤0.01% 3137
2022
Q4 		$353K Buy
10,922
+161
+1% +$4.37K ﹤0.01% 3115
2022
Q3 		$274K Sell
10,761
-209
-2% -$5.22K ﹤0.01% 3244
2022
Q2 		$274K Buy
10,970
+1,619
+17% +$35.6K ﹤0.01% 3290
2022
Q1 		$246K Sell
9,351
-8,793
-48% -$269K ﹤0.01% 3547
2021
Q4 		$756K Sell
18,144
-3,278
-15% -$195K ﹤0.01% 2805
2021
Q3 		$1.32M Buy
21,422
+2,647
+14% +$177K ﹤0.01% 2394
2021
Q2 		$1.15M Sell
18,775
-1
-0% -$52 ﹤0.01% 2492
2021
Q1 		$978K Buy
18,776
+138
+0.7% +$8.69K ﹤0.01% 2533
2020
Q4 		$1.01M Buy
18,638
+2,964
+19% +$127K ﹤0.01% 2339
2020
Q3 		$504K Buy
15,674
+2,421
+18% +$72.1K ﹤0.01% 2616
2020
Q2 		$375K Buy
+13,253
New +$345K ﹤0.01% 2792

Other funds holding PHR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Raymond James & Associates's PHR Position: Q3 2024 in Review

Raymond James & Associates increased its Phreesia (PHR) stake by 79% in Q3 2024, buying an estimated $178K and bringing the position to 17,196 shares worth $392K. The position accounts for ﹤0.01% of the portfolio, ranked #3249.

Raymond James & Associates first reported a position in PHR in Q2 2020 and has held it in 17 quarters since. The position peaked at $1.32M in Q3 2021. 191 funds tracked by Wall St. Rank hold PHR as of Q3 2024.

  • Raymond James & Associates held 17,196 shares of Phreesia worth $392K as of Q3 2024.
  • Raymond James & Associates bought 7,584 Phreesia shares in Q3 2024, an estimated $178K.
  • Phreesia made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #3249 holding.
  • Raymond James & Associates first reported a position in Phreesia in Q2 2020 and has held it in 17 quarters since.
  • Raymond James & Associates's Phreesia position peaked at $1.32M in Q3 2021.
  • 191 funds tracked by Wall St. Rank held Phreesia as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.