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Synovus Financial’s Phreesia PHR Stock Holding History

Synovus Financial’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
2023
Q4 		– Sell
-12,447
Closed -$233K – 863
2023
Q3 		$233K Buy
12,447
+3,903
+46% +$105K ﹤0.01% 772
2023
Q2 		$265K Sell
8,544
-784
-8% -$24.5K ﹤0.01% 753
2023
Q1 		$301K Sell
9,328
-3,220
-26% -$113K ﹤0.01% 719
2022
Q4 		$406K Sell
12,548
-5,942
-32% -$161K ﹤0.01% 662
2022
Q3 		$467K Buy
18,490
+217
+1% +$5.42K 0.01% 594
2022
Q2 		$454K Buy
18,273
+132
+0.7% +$2.91K 0.01% 607
2022
Q1 		$481K Buy
18,141
+3,675
+25% +$113K 0.01% 629
2021
Q4 		$599K Buy
14,466
+3,814
+36% +$227K 0.01% 586
2021
Q3 		$651K Buy
+10,652
New +$711K 0.01% 549
2020
Q3 		– Sell
-210
Closed -$6K – 1239
2020
Q2 		$6K Hold
210
– – ﹤0.01% 1294
2020
Q1 		$4K Hold
210
– – ﹤0.01% 1833
2019
Q4 		$6K Buy
+210
New +$5.8K ﹤0.01% 1289

Other funds holding PHR

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Synovus Financial's PHR Position: Q4 2023 in Review

Synovus Financial sold out of Phreesia (PHR) in Q4 2023, closing a stake of 12,447 shares — an estimated $233K sold.

Synovus Financial first reported a position in PHR in Q4 2019 and held it in 12 quarters. The position peaked at $651K in Q3 2021. 186 funds tracked by Wall St. Rank hold PHR as of Q4 2023.

  • Synovus Financial reported no remaining Phreesia position as of Q4 2023 after selling out during the quarter.
  • Synovus Financial sold 12,447 Phreesia shares in Q4 2023, an estimated $233K.
  • Synovus Financial first reported a position in Phreesia in Q4 2019 and held it in 12 quarters.
  • Synovus Financial's Phreesia position peaked at $651K in Q3 2021.
  • 186 funds tracked by Wall St. Rank held Phreesia as of Q4 2023.

Based on Synovus Financial's 13F filing for Q4 2023, filed 14 Feb 2024.