AWM
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Accurate Wealth Management’s HealthStream HSTM Stock Holding History

Accurate 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
2023
Q1 		– Sell
-35
Closed -$832 – 769
2022
Q4 		$832 Buy
+35
New +$840 ﹤0.01% 1410

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Accurate Wealth Management's HSTM Position: Q1 2023 in Review

Accurate Wealth Management sold out of HealthStream (HSTM) in Q1 2023, closing a stake of 35 shares — an estimated $832 sold.

Accurate Wealth Management first reported a position in HSTM in Q4 2022 and held it in 1 quarter. The position peaked at $832 in Q4 2022. 176 funds tracked by Wall St. Rank hold HSTM as of Q1 2023.

  • Accurate Wealth Management reported no remaining HealthStream position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 35 HealthStream shares in Q1 2023, an estimated $832.
  • Accurate Wealth Management first reported a position in HealthStream in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's HealthStream position peaked at $832 in Q4 2022.
  • 176 funds tracked by Wall St. Rank held HealthStream as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.