Truvestments Capital’s Phreesia PHR Stock Holding History

Truvestments Capital’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 Q1	–	Sell	-73	Closed	-$2.36K	–	888
2022 Q4	$2.36K	Buy	+73	New	+$1.98K	﹤0.01%	692

Other funds holding PHR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 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

Truvestments Capital's PHR Position: Q1 2023 in Review

Truvestments Capital sold out of Phreesia (PHR) in Q1 2023, closing a stake of 73 shares — an estimated $2.36K sold.

Truvestments Capital first reported a position in PHR in Q4 2022 and held it in 1 quarter. The position peaked at $2.36K in Q4 2022. 204 funds tracked by Wall St. Rank hold PHR as of Q1 2023.

Truvestments Capital reported no remaining Phreesia position as of Q1 2023 after selling out during the quarter.
Truvestments Capital sold 73 Phreesia shares in Q1 2023, an estimated $2.36K.
Truvestments Capital first reported a position in Phreesia in Q4 2022 and held it in 1 quarter.
Truvestments Capital's Phreesia position peaked at $2.36K in Q4 2022.
204 funds tracked by Wall St. Rank held Phreesia as of Q1 2023.

Based on Truvestments Capital's 13F filing for Q1 2023, filed 12 May 2023.