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Phreesia shares owned by AllSquare Wealth Management

Quarter-by-quarter ownership of Phreesia (PHR) shares owned by AllSquare Wealth Management from 13F filings

Historical chart of AllSquare Wealth Management investment in Phreesia

Tip: Access up to 7 years of quarterly data

All positions including Phreesia held by AllSquare Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phreesia by AllSquare Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.3k 100 23.15
2023-09-30 $1.9k 100 18.68
2023-06-30 $3.0k 100 29.82
2023-03-31 $3.2k 100 32.29
2022-12-31 $3.2k 100 32.36
2022-09-30 $3.0k 100 30.00
2022-06-30 $3.0k 100 30.00
2022-03-31 $3.0k 100 30.00
2021-12-31 $4.0k 100 40.00
2021-09-30 $6.0k 100 60.00

More positions owned by AllSquare Wealth Management

Vanguard Total Stk Mkt Etf (VTI)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Total International Bond Etf Etf (BNDX)
Rydex Etf Trust S&p Smallcap 600 Pure Va Etf (RZV)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Aam Low Duration Preferred And Income Securities Etf Etf (PFLD)
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)
Apple Stock (AAPL)
Squarespace Inc Class A Stock (SQSP)
Microsoft Stock (MSFT)
Schwab International Equity Etf Etf (SCHF)
Schwab Emerging Market Eq Etf Etf (SCHE)
Vanguard Total World Stock Etf Etf (VT)
Jpmorgan Ultra-short Income Etf Etf (JPST)

View all positions for AllSquare Wealth Management

Top funds holding Phreesia

Vanguard Group
Brown Advisory Holdings Incorporated
Credit Suisse
Franklin Resources
Millennium Management
Jennifer Ranahan
Ophir Asset Management Pty
TimesSquare Capital Management
Riverbrige Partners
William Blair $ Company
Lazard Asset Management
Citadel Advisors
Greenhouse Funds L
Henderson Group
Bank of America Corporation

View all funds holding Phreesia