TD Asset Management
PHR icon

TD Asset Management’s Phreesia PHR Stock Holding History

TD Asset Management’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
-29,157
Closed -$729K – 1498
2022
Q2 		$729K Sell
29,157
-71,201
-71% -$1.57M ﹤0.01% 1236
2022
Q1 		$2.65M Sell
100,358
-2,900
-3% -$88.9K ﹤0.01% 1000
2021
Q4 		$4.3M Buy
103,258
+2,039
+2% +$121K ﹤0.01% 908
2021
Q3 		$6.25M Buy
101,219
+9,575
+10% +$639K 0.01% 769
2021
Q2 		$6.26M Buy
91,644
+27,873
+44% +$1.45M 0.01% 778
2021
Q1 		$3.32M Buy
63,771
+11,224
+21% +$707K ﹤0.01% 945
2020
Q4 		$2.85M Buy
52,547
+30,937
+143% +$1.33M ﹤0.01% 935
2020
Q3 		$694K Hold
21,610
– – ﹤0.01% 1168
2020
Q2 		$611K Buy
21,610
+100
+0.5% +$2.6K ﹤0.01% 1178
2020
Q1 		$452K Sell
21,510
-100
-0.5% -$2.74K ﹤0.01% 1192
2019
Q4 		$576K Hold
21,610
– – ﹤0.01% 1217
2019
Q3 		$524K Buy
+21,610
New +$570K ﹤0.01% 1164

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

TD Asset Management's PHR Position: Q3 2022 in Review

TD Asset Management sold out of Phreesia (PHR) in Q3 2022, closing a stake of 29,157 shares — an estimated $729K sold.

TD Asset Management first reported a position in PHR in Q3 2019 and held it in 12 quarters. The position peaked at $6.26M in Q2 2021. 181 funds tracked by Wall St. Rank hold PHR as of Q3 2022.

  • TD Asset Management reported no remaining Phreesia position as of Q3 2022 after selling out during the quarter.
  • TD Asset Management sold 29,157 Phreesia shares in Q3 2022, an estimated $729K.
  • TD Asset Management first reported a position in Phreesia in Q3 2019 and held it in 12 quarters.
  • TD Asset Management's Phreesia position peaked at $6.26M in Q2 2021.
  • 181 funds tracked by Wall St. Rank held Phreesia as of Q3 2022.

Based on TD Asset Management's 13F filing for Q3 2022, filed 7 Nov 2022.