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Sageworth Trust’s Phreesia PHR Stock Holding History

Sageworth Trust’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
Q1 		– Sell
-240
Closed -$10K – 659
2021
Q4 		$10K Sell
240
-801
-77% -$47.6K ﹤0.01% 277
2021
Q3 		$64K Hold
1,041
– – 0.01% 159
2021
Q2 		$64K Hold
1,041
– – 0.01% 198
2021
Q1 		$54K Buy
+1,041
New +$65.6K ﹤0.01% 170

Other funds holding PHR

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Sageworth Trust's PHR Position: Q1 2022 in Review

Sageworth Trust sold out of Phreesia (PHR) in Q1 2022, closing a stake of 240 shares — an estimated $10K sold.

Sageworth Trust first reported a position in PHR in Q1 2021 and held it in 4 quarters. The position peaked at $64K in Q3 2021. 175 funds tracked by Wall St. Rank hold PHR as of Q1 2022.

  • Sageworth Trust reported no remaining Phreesia position as of Q1 2022 after selling out during the quarter.
  • Sageworth Trust sold 240 Phreesia shares in Q1 2022, an estimated $10K.
  • Sageworth Trust first reported a position in Phreesia in Q1 2021 and held it in 4 quarters.
  • Sageworth Trust's Phreesia position peaked at $64K in Q3 2021.
  • 175 funds tracked by Wall St. Rank held Phreesia as of Q1 2022.

Based on Sageworth Trust's 13F filing for Q1 2022, filed 6 May 2022.