VFA
PHR icon

Valeo Financial Advisors’s Phreesia PHR Stock Holding History

Valeo Financial Advisors’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
2020
Q4 		– Sell
-670
Closed -$22K – 1804
2020
Q3 		$22K Hold
670
– – ﹤0.01% 899
2020
Q2 		$19K Hold
670
– – ﹤0.01% 1085
2020
Q1 		$13K Buy
670
+335
+100% +$9.18K ﹤0.01% 1007
2019
Q4 		$9K Buy
+335
New +$9.26K ﹤0.01% 1147

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Valeo Financial Advisors's PHR Position: Q4 2020 in Review

Valeo Financial Advisors sold out of Phreesia (PHR) in Q4 2020, closing a stake of 670 shares — an estimated $22K sold.

Valeo Financial Advisors first reported a position in PHR in Q4 2019 and held it in 4 quarters. The position peaked at $22K in Q3 2020. 179 funds tracked by Wall St. Rank hold PHR as of Q4 2020.

  • Valeo Financial Advisors reported no remaining Phreesia position as of Q4 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 670 Phreesia shares in Q4 2020, an estimated $22K.
  • Valeo Financial Advisors first reported a position in Phreesia in Q4 2019 and held it in 4 quarters.
  • Valeo Financial Advisors's Phreesia position peaked at $22K in Q3 2020.
  • 179 funds tracked by Wall St. Rank held Phreesia as of Q4 2020.

Based on Valeo Financial Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.