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Veritable’s Phreesia PHR Stock Holding History

Veritable’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
2021
Q4 		– Sell
-4,500
Closed -$278K – 926
2021
Q3 		$278K Sell
4,500
-146
-3% -$9.74K ﹤0.01% 720
2021
Q2 		$285K Sell
4,646
-544
-10% -$28.3K ﹤0.01% 706
2021
Q1 		$270K Buy
5,190
+537
+12% +$33.8K ﹤0.01% 691
2020
Q4 		$252K Sell
4,653
-3,339
-42% -$143K ﹤0.01% 680
2020
Q3 		$257K Buy
+7,992
New +$238K 0.01% 623

Other funds holding PHR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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

Veritable's PHR Position: Q4 2021 in Review

Veritable sold out of Phreesia (PHR) in Q4 2021, closing a stake of 4,500 shares — an estimated $278K sold.

Veritable first reported a position in PHR in Q3 2020 and held it in 5 quarters. The position peaked at $285K in Q2 2021. 178 funds tracked by Wall St. Rank hold PHR as of Q4 2021.

  • Veritable reported no remaining Phreesia position as of Q4 2021 after selling out during the quarter.
  • Veritable sold 4,500 Phreesia shares in Q4 2021, an estimated $278K.
  • Veritable first reported a position in Phreesia in Q3 2020 and held it in 5 quarters.
  • Veritable's Phreesia position peaked at $285K in Q2 2021.
  • 178 funds tracked by Wall St. Rank held Phreesia as of Q4 2021.

Based on Veritable's 13F filing for Q4 2021, filed 14 Feb 2022.