ZCA
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Zeke Capital Advisors’s Phreesia PHR Stock Holding History

Zeke Capital Advisors’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
Q4 		– Sell
-4,618
Closed -$285K – 324
2021
Q3 		$285K Hold
4,618
– – 0.02% 222
2021
Q2 		$283K Hold
4,618
– – 0.02% 241
2021
Q1 		$241K Hold
4,618
– – 0.02% 248
2020
Q4 		$251K Buy
+4,618
New +$198K 0.02% 232

Other funds holding PHR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Zeke Capital Advisors's PHR Position: Q4 2021 in Review

Zeke Capital Advisors sold out of Phreesia (PHR) in Q4 2021, closing a stake of 4,618 shares — an estimated $285K sold.

Zeke Capital Advisors first reported a position in PHR in Q4 2020 and held it in 4 quarters. The position peaked at $285K in Q3 2021. 178 funds tracked by Wall St. Rank hold PHR as of Q4 2021.

  • Zeke Capital Advisors reported no remaining Phreesia position as of Q4 2021 after selling out during the quarter.
  • Zeke Capital Advisors sold 4,618 Phreesia shares in Q4 2021, an estimated $285K.
  • Zeke Capital Advisors first reported a position in Phreesia in Q4 2020 and held it in 4 quarters.
  • Zeke Capital Advisors's Phreesia position peaked at $285K in Q3 2021.
  • 178 funds tracked by Wall St. Rank held Phreesia as of Q4 2021.

Based on Zeke Capital Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.