First Trust Advisors LP Phreesia, Inc. Transaction History

First Trust Advisors LP

$101 Billion
Q3 2024

A detailed history of First Trust Advisors LP transactions in Phreesia, Inc. stock. As of the latest transaction made, First Trust Advisors LP holds 20,170 shares of PHR stock, worth $508,082. This represents 0.0% of its overall portfolio holdings.

Number of Shares

20,170

Previous 79,891 74.75%

Holding current value

$508,082

Previous $1.69 Million 72.89%

% of portfolio

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$18.82 - $26.01 $1.12 Million - $1.55 Million	-59,721 Reduced 74.75%	20,170 $459,000
Q2 2024 Aug 13, 2024	BUY	$18.54 - $24.31 $878,258 - $1.15 Million	47,371 Added 145.67%	79,891 $1.69 Million
Q1 2024 May 13, 2024	BUY	$22.04 - $28.86 $716,740 - $938,527	32,520 New	32,520 $778,000
Q3 2023 Nov 13, 2023	SELL	$17.64 - $34.52 $584,695 - $1.14 Million	-33,146 Reduced 45.24%	40,118 $749,000
Q2 2023 Aug 14, 2023	SELL	$28.01 - $34.23 $699,409 - $854,723	-24,970 Reduced 25.42%	73,264 $2.27 Million
Q1 2023 May 15, 2023	BUY	$30.66 - $39.48 $1.19 Million - $1.53 Million	38,844 Added 65.4%	98,234 $3.17 Million
Q4 2022 Feb 09, 2023	BUY	$22.29 - $35.34 $384,769 - $610,039	17,262 Added 40.98%	59,390 $1.92 Million
Q3 2022 Nov 14, 2022	BUY	$21.92 - $29.19 $641,335 - $854,041	29,258 Added 227.33%	42,128 $1.07 Million
Q2 2022 Aug 12, 2022	BUY	$13.72 - $30.31 $43,931 - $97,052	3,202 Added 33.12%	12,870 $322,000
Q1 2022 May 13, 2022	SELL	$23.5 - $42.96 $611,564 - $1.12 Million	-26,024 Reduced 72.91%	9,668 $255,000
Q4 2021 Feb 08, 2022	SELL	$39.92 - $74.89 $41,436 - $77,735	-1,038 Reduced 2.83%	35,692 $1.49 Million
Q3 2021 Nov 15, 2021	BUY	$60.65 - $72.12 $169,456 - $201,503	2,794 Added 8.23%	36,730 $2.27 Million
Q2 2021 Aug 16, 2021	SELL	$43.51 - $61.94 $1.85 Million - $2.64 Million	-42,560 Reduced 55.64%	33,936 $2.08 Million
Q1 2021 May 14, 2021	BUY	$50.85 - $80.61 $294,879 - $467,457	5,799 Added 8.2%	76,496 $3.99 Million
Q4 2020 Feb 02, 2021	BUY	$30.74 - $57.9 $2.17 Million - $4.09 Million	70,697 New	70,697 $3.84 Million

Others Institutions Holding PHR

# of Institutions

214

Shares Held

49.9M

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 $1.32B
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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First Trust Advisors LP Phreesia, Inc. Transaction History