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TCI Wealth Advisors’s Phreesia PHR Stock Holding History

TCI Wealth 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
2023
Q2 		– Sell
-359
Closed -$11.6K – 1654
2023
Q1 		$11.6K Hold
359
– – ﹤0.01% 991
2022
Q4 		$11.6K Hold
359
– – ﹤0.01% 969
2022
Q3 		$9K Hold
359
– – ﹤0.01% 1091
2022
Q2 		$9K Buy
+359
New +$7.91K ﹤0.01% 1096
2021
Q4 		– Sell
-100
Closed -$6K – 2461
2021
Q3 		$6K Hold
100
– – ﹤0.01% 1492
2021
Q2 		$6K Buy
100
+67
+203% +$3.49K ﹤0.01% 1344
2021
Q1 		$2K Buy
+33
New +$2.08K ﹤0.01% 1842

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

TCI Wealth Advisors's PHR Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Phreesia (PHR) in Q2 2023, closing a stake of 359 shares — an estimated $11.6K sold.

TCI Wealth Advisors first reported a position in PHR in Q1 2021 and held it in 7 quarters. The position peaked at $11.6K in Q4 2022. 192 funds tracked by Wall St. Rank hold PHR as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Phreesia position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 359 Phreesia shares in Q2 2023, an estimated $11.6K.
  • TCI Wealth Advisors first reported a position in Phreesia in Q1 2021 and held it in 7 quarters.
  • TCI Wealth Advisors's Phreesia position peaked at $11.6K in Q4 2022.
  • 192 funds tracked by Wall St. Rank held Phreesia as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.