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Weiss Multi-Strategy Advisers’s Phreesia PHR Stock Holding History

Weiss Multi-Strategy 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
Q1 		– Sell
-398,488
Closed -$9.22M – 355
2023
Q4 		$9.22M Buy
398,488
+170,624
+75% +$2.94M 0.22% 112
2023
Q3 		$4.26M Buy
+227,864
New +$6.13M 0.1% 255

Other funds holding PHR

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
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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Weiss Multi-Strategy Advisers's PHR Position: Q1 2024 in Review

Weiss Multi-Strategy Advisers sold out of Phreesia (PHR) in Q1 2024, closing a stake of 398,488 shares — an estimated $9.22M sold.

Weiss Multi-Strategy Advisers first reported a position in PHR in Q3 2023 and held it in 2 quarters. The position peaked at $9.22M in Q4 2023. 190 funds tracked by Wall St. Rank hold PHR as of Q1 2024.

  • Weiss Multi-Strategy Advisers reported no remaining Phreesia position as of Q1 2024 after selling out during the quarter.
  • Weiss Multi-Strategy Advisers sold 398,488 Phreesia shares in Q1 2024, an estimated $9.22M.
  • Weiss Multi-Strategy Advisers first reported a position in Phreesia in Q3 2023 and held it in 2 quarters.
  • Weiss Multi-Strategy Advisers's Phreesia position peaked at $9.22M in Q4 2023.
  • 190 funds tracked by Wall St. Rank held Phreesia as of Q1 2024.

Based on Weiss Multi-Strategy Advisers's 13F filing for Q1 2024.