RJFSA
PHR icon

Raymond James Financial Services Advisors’s Phreesia PHR Stock Holding History

Raymond James Financial Services Advisors’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
Q2 		– Sell
-18,803
Closed -$450K – 3496
2024
Q1 		$450K Buy
18,803
+876
+5% +$21.8K ﹤0.01% 2595
2023
Q4 		$415K Buy
17,927
+2,805
+19% +$48.4K ﹤0.01% 2527
2023
Q3 		$282K Buy
15,122
+2,313
+18% +$62.2K ﹤0.01% 2697
2023
Q2 		$397K Sell
12,809
-26
-0.2% -$814 ﹤0.01% 2486
2023
Q1 		$414K Sell
12,835
-416
-3% -$14.6K ﹤0.01% 2453
2022
Q4 		$429K Sell
13,251
-196
-1% -$5.32K ﹤0.01% 2350
2022
Q3 		$343K Buy
13,447
+140
+1% +$3.49K ﹤0.01% 2496
2022
Q2 		$333K Buy
13,307
+4,880
+58% +$107K ﹤0.01% 2520
2022
Q1 		$222K Buy
8,427
+1,447
+21% +$44.3K ﹤0.01% 2904
2021
Q4 		$291K Buy
6,980
+45
+0.6% +$2.67K ﹤0.01% 2733
2021
Q3 		$428K Buy
6,935
+201
+3% +$13.4K ﹤0.01% 2469
2021
Q2 		$413K Sell
6,734
-2,298
-25% -$120K ﹤0.01% 2504
2021
Q1 		$471K Buy
9,032
+2,339
+35% +$147K ﹤0.01% 2328
2020
Q4 		$363K Sell
6,693
-2,961
-31% -$127K ﹤0.01% 2340
2020
Q3 		$310K Buy
+9,654
New +$287K ﹤0.01% 2259

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 $6.73T AUM 46.02% 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
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Raymond James Financial Services Advisors's PHR Position: Q2 2024 in Review

Raymond James Financial Services Advisors sold out of Phreesia (PHR) in Q2 2024, closing a stake of 18,803 shares — an estimated $450K sold.

Raymond James Financial Services Advisors first reported a position in PHR in Q3 2020 and held it in 15 quarters. The position peaked at $471K in Q1 2021. 176 funds tracked by Wall St. Rank hold PHR as of Q2 2024.

  • Raymond James Financial Services Advisors reported no remaining Phreesia position as of Q2 2024 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 18,803 Phreesia shares in Q2 2024, an estimated $450K.
  • Raymond James Financial Services Advisors first reported a position in Phreesia in Q3 2020 and held it in 15 quarters.
  • Raymond James Financial Services Advisors's Phreesia position peaked at $471K in Q1 2021.
  • 176 funds tracked by Wall St. Rank held Phreesia as of Q2 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q2 2024, filed 19 Jul 2024.