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Waddell & Reed Financial’s Phreesia PHR Stock Holding History

Waddell & Reed Financial’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
Q1 		– Sell
-3,700
Closed -$201K – 508
2020
Q4 		$201K Buy
+3,700
New +$159K ﹤0.01% 481
2019
Q4 		– Sell
-118,640
Closed -$2.88M – 466
2019
Q3 		$2.88M Buy
+118,640
New +$3.13M 0.01% 434

Other funds holding PHR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $64.6B AUM 18.98% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Waddell & Reed Financial's PHR Position: Q1 2021 in Review

Waddell & Reed Financial sold out of Phreesia (PHR) in Q1 2021, closing a stake of 3,700 shares — an estimated $201K sold.

Waddell & Reed Financial first reported a position in PHR in Q3 2019 and held it in 2 quarters. The position peaked at $2.88M in Q3 2019. 188 funds tracked by Wall St. Rank hold PHR as of Q1 2021.

  • Waddell & Reed Financial reported no remaining Phreesia position as of Q1 2021 after selling out during the quarter.
  • Waddell & Reed Financial sold 3,700 Phreesia shares in Q1 2021, an estimated $201K.
  • Waddell & Reed Financial first reported a position in Phreesia in Q3 2019 and held it in 2 quarters.
  • Waddell & Reed Financial's Phreesia position peaked at $2.88M in Q3 2019.
  • 188 funds tracked by Wall St. Rank held Phreesia as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.