WEC
PHR icon

Winslow Evans & Crocker’s Phreesia PHR Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		– Sell
-83
Closed -$3K – 1347
2020
Q3 		$3K Hold
83
– – ﹤0.01% 960
2020
Q2 		$2K Sell
83
-1
-1% -$26 ﹤0.01% 1041
2020
Q1 		$2K Buy
+84
New +$2.3K ﹤0.01% 1043

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Winslow Evans & Crocker's PHR Position: Q4 2020 in Review

Winslow Evans & Crocker sold out of Phreesia (PHR) in Q4 2020, closing a stake of 83 shares — an estimated $3K sold.

Winslow Evans & Crocker first reported a position in PHR in Q1 2020 and held it in 3 quarters. The position peaked at $3K in Q3 2020. 179 funds tracked by Wall St. Rank hold PHR as of Q4 2020.

  • Winslow Evans & Crocker reported no remaining Phreesia position as of Q4 2020 after selling out during the quarter.
  • Winslow Evans & Crocker sold 83 Phreesia shares in Q4 2020, an estimated $3K.
  • Winslow Evans & Crocker first reported a position in Phreesia in Q1 2020 and held it in 3 quarters.
  • Winslow Evans & Crocker's Phreesia position peaked at $3K in Q3 2020.
  • 179 funds tracked by Wall St. Rank held Phreesia as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.