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PHR icon

TCWP’s Phreesia PHR Stock Holding History

TCWP’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
Q2 		– Sell
-13
Closed – – 1328
2022
Q1 		$0 Buy
+13
New +$398 ﹤0.01% 1857

Other funds holding PHR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

TCWP's PHR Position: Q2 2022 in Review

TCWP sold out of Phreesia (PHR) in Q2 2022, closing a stake of 13 shares.

TCWP first reported a position in PHR in Q1 2022 and held it in 1 quarter. The position peaked at $0 in Q1 2022. 164 funds tracked by Wall St. Rank hold PHR as of Q2 2022.

  • TCWP reported no remaining Phreesia position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 13 Phreesia shares in Q2 2022.
  • TCWP first reported a position in Phreesia in Q1 2022 and held it in 1 quarter.
  • TCWP's Phreesia position peaked at $0 in Q1 2022.
  • 164 funds tracked by Wall St. Rank held Phreesia as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.