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Sageworth Trust Company of South Dakota’s Phreesia PHR Stock Holding History

Sageworth Trust Company of South Dakota’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
2022
Q3 		– Sell
-146
Closed -$4K – 531
2022
Q2 		$4K Hold
146
– – 0.01% 261
2022
Q1 		$4K Sell
146
-651
-82% -$19.9K 0.01% 328
2021
Q4 		$33K Buy
+797
New +$47.3K 0.05% 152

Other funds holding PHR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return

Sageworth Trust Company of South Dakota's PHR Position: Q3 2022 in Review

Sageworth Trust Company of South Dakota sold out of Phreesia (PHR) in Q3 2022, closing a stake of 146 shares — an estimated $4K sold.

Sageworth Trust Company of South Dakota first reported a position in PHR in Q4 2021 and held it in 3 quarters. The position peaked at $33K in Q4 2021. 181 funds tracked by Wall St. Rank hold PHR as of Q3 2022.

  • Sageworth Trust Company of South Dakota reported no remaining Phreesia position as of Q3 2022 after selling out during the quarter.
  • Sageworth Trust Company of South Dakota sold 146 Phreesia shares in Q3 2022, an estimated $4K.
  • Sageworth Trust Company of South Dakota first reported a position in Phreesia in Q4 2021 and held it in 3 quarters.
  • Sageworth Trust Company of South Dakota's Phreesia position peaked at $33K in Q4 2021.
  • 181 funds tracked by Wall St. Rank held Phreesia as of Q3 2022.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q3 2022, filed 2 Nov 2022.