Vident Advisory’s Phreesia PHR Stock Holding History

Vident Advisory’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	-8,850	Closed	-$212K	–	1489
2024 Q1	$212K	Sell	8,850 -155	-2%	-$3.85K	﹤0.01%	1186
2023 Q4	$208K	Buy	+9,005	New	+$155K	0.01%	1199

Other funds holding PHR

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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

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

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Vident Advisory's PHR Position: Q2 2024 in Review

Vident Advisory sold out of Phreesia (PHR) in Q2 2024, closing a stake of 8,850 shares — an estimated $212K sold.

Vident Advisory first reported a position in PHR in Q4 2023 and held it in 2 quarters. The position peaked at $212K in Q1 2024. 176 funds tracked by Wall St. Rank hold PHR as of Q2 2024.

Vident Advisory reported no remaining Phreesia position as of Q2 2024 after selling out during the quarter.
Vident Advisory sold 8,850 Phreesia shares in Q2 2024, an estimated $212K.
Vident Advisory first reported a position in Phreesia in Q4 2023 and held it in 2 quarters.
Vident Advisory's Phreesia position peaked at $212K in Q1 2024.
176 funds tracked by Wall St. Rank held Phreesia as of Q2 2024.

Based on Vident Advisory's 13F filing for Q2 2024, filed 14 Aug 2024.