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Venturi Wealth Management’s Phreesia PHR Stock Holding History

Venturi Wealth Management’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
2025
Q1 		– Sell
-3,025
Closed -$76.1K – 1481
2024
Q4 		$76.1K Buy
+3,025
New +$64.6K ﹤0.01% 879

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 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

Venturi Wealth Management's PHR Position: Q1 2025 in Review

Venturi Wealth Management sold out of Phreesia (PHR) in Q1 2025, closing a stake of 3,025 shares — an estimated $76.1K sold.

Venturi Wealth Management first reported a position in PHR in Q4 2024 and held it in 1 quarter. The position peaked at $76.1K in Q4 2024. 222 funds tracked by Wall St. Rank hold PHR as of Q1 2025.

  • Venturi Wealth Management reported no remaining Phreesia position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 3,025 Phreesia shares in Q1 2025, an estimated $76.1K.
  • Venturi Wealth Management first reported a position in Phreesia in Q4 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Phreesia position peaked at $76.1K in Q4 2024.
  • 222 funds tracked by Wall St. Rank held Phreesia as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.