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Abich Financial Wealth Management’s HealthStream HSTM Stock Holding History

Abich Financial Wealth Management’s Portfolio HSTM Stock Details HSTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-21
Closed -$586 – 606
2024
Q2 		$586 Buy
+21
New +$560 ﹤0.01% 698

Other funds holding HSTM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Abich Financial Wealth Management's HSTM Position: Q3 2024 in Review

Abich Financial Wealth Management sold out of HealthStream (HSTM) in Q3 2024, closing a stake of 21 shares — an estimated $586 sold.

Abich Financial Wealth Management first reported a position in HSTM in Q2 2024 and held it in 1 quarter. The position peaked at $586 in Q2 2024. 206 funds tracked by Wall St. Rank hold HSTM as of Q3 2024.

  • Abich Financial Wealth Management reported no remaining HealthStream position as of Q3 2024 after selling out during the quarter.
  • Abich Financial Wealth Management sold 21 HealthStream shares in Q3 2024, an estimated $586.
  • Abich Financial Wealth Management first reported a position in HealthStream in Q2 2024 and held it in 1 quarter.
  • Abich Financial Wealth Management's HealthStream position peaked at $586 in Q2 2024.
  • 206 funds tracked by Wall St. Rank held HealthStream as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.