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Ropes Wealth Advisors’s Phreesia PHR Stock Holding History

Ropes Wealth 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
2021
Q1 		– Sell
-346
Closed -$19K – 634
2020
Q4 		$19K Buy
346
+92
+36% +$3.95K ﹤0.01% 490
2020
Q3 		$8K Buy
254
+146
+135% +$4.35K ﹤0.01% 534
2020
Q2 		$3K Buy
+108
New +$2.81K ﹤0.01% 516

Other funds holding PHR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Jennison Associates
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
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Ropes Wealth Advisors's PHR Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Phreesia (PHR) in Q1 2021, closing a stake of 346 shares — an estimated $19K sold.

Ropes Wealth Advisors first reported a position in PHR in Q2 2020 and held it in 3 quarters. The position peaked at $19K in Q4 2020. 188 funds tracked by Wall St. Rank hold PHR as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining Phreesia position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 346 Phreesia shares in Q1 2021, an estimated $19K.
  • Ropes Wealth Advisors first reported a position in Phreesia in Q2 2020 and held it in 3 quarters.
  • Ropes Wealth Advisors's Phreesia position peaked at $19K in Q4 2020.
  • 188 funds tracked by Wall St. Rank held Phreesia as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.