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Stony Point Capital’s Phreesia PHR Stock Holding History

Stony Point Capital’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
Q4 		– Sell
-68,399
Closed -$4.22M – 39
2021
Q3 		$4.22M Sell
68,399
-54,816
-44% -$3.66M 1.15% 31
2021
Q2 		$7.55M Buy
123,215
+6,682
+6% +$348K 1.97% 25
2021
Q1 		$6.07M Buy
+116,533
New +$7.34M 1.95% 26

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
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Stony Point Capital's PHR Position: Q4 2021 in Review

Stony Point Capital sold out of Phreesia (PHR) in Q4 2021, closing a stake of 68,399 shares — an estimated $4.22M sold.

Stony Point Capital first reported a position in PHR in Q1 2021 and held it in 3 quarters. The position peaked at $7.55M in Q2 2021. 178 funds tracked by Wall St. Rank hold PHR as of Q4 2021.

  • Stony Point Capital reported no remaining Phreesia position as of Q4 2021 after selling out during the quarter.
  • Stony Point Capital sold 68,399 Phreesia shares in Q4 2021, an estimated $4.22M.
  • Stony Point Capital first reported a position in Phreesia in Q1 2021 and held it in 3 quarters.
  • Stony Point Capital's Phreesia position peaked at $7.55M in Q2 2021.
  • 178 funds tracked by Wall St. Rank held Phreesia as of Q4 2021.

Based on Stony Point Capital's 13F filing for Q4 2021, filed 14 Feb 2022.