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Spearhead Capital Advisors’s Phreesia PHR Stock Holding History

Spearhead Capital 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
2022
Q3 		– Sell
-8,326
Closed -$208K – 144
2022
Q2 		$208K Sell
8,326
-143
-2% -$3.15K 0.03% 171
2022
Q1 		$223K Buy
+8,469
New +$260K 0.03% 180

Other funds holding PHR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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 $408B AUM 30.18% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 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

Spearhead Capital Advisors's PHR Position: Q3 2022 in Review

Spearhead Capital Advisors sold out of Phreesia (PHR) in Q3 2022, closing a stake of 8,326 shares — an estimated $208K sold.

Spearhead Capital Advisors first reported a position in PHR in Q1 2022 and held it in 2 quarters. The position peaked at $223K in Q1 2022. 181 funds tracked by Wall St. Rank hold PHR as of Q3 2022.

  • Spearhead Capital Advisors reported no remaining Phreesia position as of Q3 2022 after selling out during the quarter.
  • Spearhead Capital Advisors sold 8,326 Phreesia shares in Q3 2022, an estimated $208K.
  • Spearhead Capital Advisors first reported a position in Phreesia in Q1 2022 and held it in 2 quarters.
  • Spearhead Capital Advisors's Phreesia position peaked at $223K in Q1 2022.
  • 181 funds tracked by Wall St. Rank held Phreesia as of Q3 2022.

Based on Spearhead Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.