Assetmark »

Phreesia shares owned by Assetmark

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

Historical chart of Assetmark investment in Phreesia

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Phreesia by Assetmark

Quarter filed Position value Share count Share price at filing
2023-12-31 $39k 1.7k 23.15
2023-09-30 $32k 1.7k 18.68
2023-06-30 $52k 1.7k 31.01
2023-03-31 $54k 1.7k 32.29
2022-12-31 $55k 1.7k 32.36
2022-09-30 $43k 1.7k 25.52
2022-06-30 $42k 1.7k 24.93
2022-03-31 $31k 1.2k 26.16
2021-12-31 $50k 1.2k 41.49
2021-09-30 $69k 1.1k 61.61
2021-06-30 $69k 1.1k 61.61
2021-03-31 $56k 1.1k 52.09
2020-12-31 $58k 1.1k 53.95
2020-09-30 $34k 1.1k 32.38
2020-06-30 $24k 865 27.75
2020-03-31 $12k 570 21.05