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Advisor Group’s HealthStream HSTM Stock Holding History

Advisor Group’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
2019
Q4 		$27K Buy
997
+35
+4% +$963 ﹤0.01% 3801
2019
Q3 		$25K Buy
962
+461
+92% +$12.4K ﹤0.01% 3817
2019
Q2 		$13K Buy
501
+289
+136% +$7.59K ﹤0.01% 4219
2019
Q1 		$6K Buy
212
+51
+32% +$1.34K ﹤0.01% 4593
2018
Q4 		$4K Sell
161
-252
-61% -$6.54K ﹤0.01% 4610
2018
Q3 		$13K Buy
413
+365
+760% +$10.9K ﹤0.01% 4127
2018
Q2 		$1K Sell
48
-229
-83% -$6.08K ﹤0.01% 4795
2018
Q1 		$7K Sell
277
-12
-4% -$288 ﹤0.01% 4269
2017
Q4 		$7K Buy
289
+22
+8% +$518 ﹤0.01% 4272
2017
Q3 		$6K Buy
267
+18
+7% +$428 ﹤0.01% 4197
2017
Q2 		$7K Sell
249
-48
-16% -$1.32K ﹤0.01% 4089
2017
Q1 		$7K Sell
297
-7
-2% -$163 ﹤0.01% 3965
2016
Q4 		$8K Buy
304
+231
+316% +$5.95K ﹤0.01% 3726
2016
Q3 		$2K Sell
73
-34
-32% -$879 ﹤0.01% 4159
2016
Q2 		$2K Buy
+107
New +$2.51K ﹤0.01% 4091

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
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advisor Group's HSTM Position: Q4 2019 in Review

Advisor Group increased its HealthStream (HSTM) stake by 3.6% in Q4 2019, buying an estimated $963 and bringing the position to 997 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #3801.

Advisor Group first reported a position in HSTM in Q2 2016 and has held it in 15 quarters since. 158 funds tracked by Wall St. Rank hold HSTM as of Q4 2019.

  • Advisor Group held 997 shares of HealthStream worth $27K as of Q4 2019.
  • Advisor Group bought 35 HealthStream shares in Q4 2019, an estimated $963.
  • HealthStream made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3801 holding.
  • Advisor Group first reported a position in HealthStream in Q2 2016 and has held it in 15 quarters since.
  • 158 funds tracked by Wall St. Rank held HealthStream as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.