Envestnet Asset Management Inc Phreesia, Inc. Transaction History

Envestnet Asset Management Inc

$302 Billion
Q3 2024

A detailed history of Envestnet Asset Management Inc transactions in Phreesia, Inc. stock. As of the latest transaction made, Envestnet Asset Management Inc holds 24,187 shares of PHR stock, worth $701,423. This represents 0.0% of its overall portfolio holdings.

Number of Shares

24,187

Previous 23,945 1.01%

Holding current value

$701,423

Previous $507,000 8.68%

% of portfolio

0.0%

Previous 0.0%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	BUY	$18.82 - $26.01 $4,554 - $6,294	242 Added 1.01%	24,187 $551,000
Q2 2024 Aug 08, 2024	SELL	$18.54 - $24.31 $42,845 - $56,180	-2,311 Reduced 8.8%	23,945 $507,000
Q1 2024 May 13, 2024	BUY	$22.04 - $28.86 $87,278 - $114,285	3,960 Added 17.76%	26,256 $628,000
Q4 2023 Feb 13, 2024	SELL	$12.39 - $24.0 $110,345 - $213,744	-8,906 Reduced 28.54%	22,296 $516,000
Q3 2023 Nov 13, 2023	BUY	$17.64 - $34.52 $259,290 - $507,409	14,699 Added 89.07%	31,202 $582,000
Q2 2023 Aug 04, 2023	SELL	$28.01 - $34.23 $21,287 - $26,014	-760 Reduced 4.4%	16,503 $511,000
Q1 2023 May 11, 2023	BUY	$30.66 - $39.48 $44,089 - $56,772	1,438 Added 9.09%	17,263 $557,000
Q4 2022 Feb 07, 2023	BUY	$22.29 - $35.34 $7,846 - $12,439	352 Added 2.27%	15,825 $512,000
Q3 2022 Nov 10, 2022	BUY	$21.92 - $29.19 $84,435 - $112,439	3,852 Added 33.15%	15,473 $394,000
Q2 2022 Aug 03, 2022	BUY	$13.72 - $30.31 $26,465 - $58,467	1,929 Added 19.9%	11,621 $291,000
Q1 2022 May 04, 2022	BUY	$23.5 - $42.96 $23,852 - $43,604	1,015 Added 11.7%	9,692 $255,000
Q4 2021 Feb 04, 2022	SELL	$39.92 - $74.89 $173,053 - $324,648	-4,335 Reduced 33.32%	8,677 $361,000
Q3 2021 Oct 07, 2021	SELL	$60.65 - $72.12 $174,550 - $207,561	-2,878 Reduced 18.11%	13,012 $803,000
Q2 2021 Aug 04, 2021	BUY	$43.51 - $61.94 $2,480 - $3,530	57 Added 0.36%	15,890 $974,000
Q1 2021 May 04, 2021	BUY	$50.85 - $80.61 $160,533 - $254,485	3,157 Added 24.91%	15,833 $825,000
Q4 2020 Feb 02, 2021	BUY	$30.74 - $57.9 $135,717 - $255,628	4,415 Added 53.44%	12,676 $688,000
Q3 2020 Oct 09, 2020	BUY	$27.0 - $33.05 $223,047 - $273,026	8,261 New	8,261 $265,000

Others Institutions Holding PHR

# of Institutions

211

Shares Held

49.8M

Call Options Held

424K

Put Options Held

641K

View Full List

About Phreesia, Inc.

Ticker PHR
Exchange NYSE
Sector Healthcare
Industry Health Information Services
Shares Outstandng 52,532,200
Market Cap $1.52B
Description
Phreesia, Inc. provides an integrated SaaS-based software and payment platform for the healthcare industry in the United States and Canada. Its Phreesia Platform offers a suite of solutions to manage the patient intake process, as well as an integrated payments solution for processing of patient payments. The company deploys its platform in a ra...

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Envestnet Asset Management Inc Phreesia, Inc. Transaction History