WF
PHR icon

WoodTrust Financial’s Phreesia PHR Stock Holding History

WoodTrust 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
2024
Q4 		– Sell
-31,000
Closed -$706K – 186
2024
Q3 		$706K Hold
31,000
– – 0.1% 98
2024
Q2 		$658K Hold
31,000
– – 0.1% 102
2024
Q1 		$742 Buy
31,000
+14,500
+88% +$360K 0.12% 99
2023
Q4 		$382K Buy
+16,500
New +$285K 0.07% 116
2023
Q3 		– Sell
-9,250
Closed -$287K – 158
2023
Q2 		$287K Buy
+9,250
New +$290K 0.05% 122
2022
Q2 		– Sell
-14,350
Closed -$379K – 156
2022
Q1 		$379K Sell
14,350
-2,250
-14% -$69K 0.08% 111
2021
Q4 		$692K Buy
16,600
+8,950
+117% +$532K 0.14% 84
2021
Q3 		$472K Buy
7,650
+3,450
+82% +$230K 0.11% 93
2021
Q2 		$258K Buy
+4,200
New +$219K 0.07% 116

Other funds holding PHR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

WoodTrust Financial's PHR Position: Q4 2024 in Review

WoodTrust Financial sold out of Phreesia (PHR) in Q4 2024, closing a stake of 31,000 shares — an estimated $706K sold.

WoodTrust Financial first reported a position in PHR in Q2 2021 and held it in 9 quarters. The position peaked at $706K in Q3 2024. 190 funds tracked by Wall St. Rank hold PHR as of Q4 2024.

  • WoodTrust Financial reported no remaining Phreesia position as of Q4 2024 after selling out during the quarter.
  • WoodTrust Financial sold 31,000 Phreesia shares in Q4 2024, an estimated $706K.
  • WoodTrust Financial first reported a position in Phreesia in Q2 2021 and held it in 9 quarters.
  • WoodTrust Financial's Phreesia position peaked at $706K in Q3 2024.
  • 190 funds tracked by Wall St. Rank held Phreesia as of Q4 2024.

Based on WoodTrust Financial's 13F filing for Q4 2024, filed 6 Feb 2025.