Truist Financial
PHR icon

Truist Financial’s Phreesia PHR Stock Holding History

Truist 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
2021
Q4 		– Sell
-3,671
Closed -$226K – 2828
2021
Q3 		$226K Buy
3,671
+26
+0.7% +$1.74K ﹤0.01% 2504
2021
Q2 		$223K Sell
3,645
-9,674
-73% -$504K ﹤0.01% 2539
2021
Q1 		$693K Sell
13,319
-375
-3% -$23.6K ﹤0.01% 1799
2020
Q4 		$743K Buy
13,694
+234
+2% +$10K ﹤0.01% 1658
2020
Q3 		$432K Buy
+13,460
New +$401K ﹤0.01% 1800
2020
Q2 		– Sell
-9,990
Closed -$210K – 2548
2020
Q1 		$210K Buy
+9,990
New +$274K ﹤0.01% 2101

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

Truist Financial's PHR Position: Q4 2021 in Review

Truist Financial sold out of Phreesia (PHR) in Q4 2021, closing a stake of 3,671 shares — an estimated $226K sold.

Truist Financial first reported a position in PHR in Q1 2020 and held it in 6 quarters. The position peaked at $743K in Q4 2020. 178 funds tracked by Wall St. Rank hold PHR as of Q4 2021.

  • Truist Financial reported no remaining Phreesia position as of Q4 2021 after selling out during the quarter.
  • Truist Financial sold 3,671 Phreesia shares in Q4 2021, an estimated $226K.
  • Truist Financial first reported a position in Phreesia in Q1 2020 and held it in 6 quarters.
  • Truist Financial's Phreesia position peaked at $743K in Q4 2020.
  • 178 funds tracked by Wall St. Rank held Phreesia as of Q4 2021.

Based on Truist Financial's 13F filing for Q4 2021, filed 14 Feb 2022.