TPI
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Trust Point Inc’s Phreesia PHR Stock Holding History

Trust Point Inc’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
2024
Q4 		– Sell
-17,887
Closed -$408K – 579
2024
Q3 		$408K Buy
17,887
+607
+4% +$14.2K 0.03% 321
2024
Q2 		$366K Sell
17,280
-331
-2% -$7.18K 0.03% 325
2024
Q1 		$421K Buy
17,611
+7,300
+71% +$181K 0.03% 322
2023
Q4 		$239K Buy
+10,311
New +$178K 0.02% 445

Other funds holding PHR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Trust Point Inc's PHR Position: Q4 2024 in Review

Trust Point Inc sold out of Phreesia (PHR) in Q4 2024, closing a stake of 17,887 shares — an estimated $408K sold.

Trust Point Inc first reported a position in PHR in Q4 2023 and held it in 4 quarters. The position peaked at $421K in Q1 2024. 190 funds tracked by Wall St. Rank hold PHR as of Q4 2024.

  • Trust Point Inc reported no remaining Phreesia position as of Q4 2024 after selling out during the quarter.
  • Trust Point Inc sold 17,887 Phreesia shares in Q4 2024, an estimated $408K.
  • Trust Point Inc first reported a position in Phreesia in Q4 2023 and held it in 4 quarters.
  • Trust Point Inc's Phreesia position peaked at $421K in Q1 2024.
  • 190 funds tracked by Wall St. Rank held Phreesia as of Q4 2024.

Based on Trust Point Inc's 13F filing for Q4 2024, filed 24 Jan 2025.