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Valley National Advisers’s Phreesia PHR Stock Holding History

Valley National Advisers’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
Q2 		– Sell
-60
Closed -$1K – 1246
2024
Q1 		$1K Buy
+60
New +$1.49K ﹤0.01% 1139

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Valley National Advisers's PHR Position: Q2 2024 in Review

Valley National Advisers sold out of Phreesia (PHR) in Q2 2024, closing a stake of 60 shares — an estimated $1K sold.

Valley National Advisers first reported a position in PHR in Q1 2024 and held it in 1 quarter. The position peaked at $1K in Q1 2024. 176 funds tracked by Wall St. Rank hold PHR as of Q2 2024.

  • Valley National Advisers reported no remaining Phreesia position as of Q2 2024 after selling out during the quarter.
  • Valley National Advisers sold 60 Phreesia shares in Q2 2024, an estimated $1K.
  • Valley National Advisers first reported a position in Phreesia in Q1 2024 and held it in 1 quarter.
  • Valley National Advisers's Phreesia position peaked at $1K in Q1 2024.
  • 176 funds tracked by Wall St. Rank held Phreesia as of Q2 2024.

Based on Valley National Advisers's 13F filing for Q2 2024, filed 18 Jul 2024.