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Advisor Partners II’s HealthStream HSTM Stock Holding History

Advisor Partners II’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
Q2 		– Sell
-8,073
Closed -$219K – 1102
2023
Q1 		$219K Sell
8,073
-64
-0.8% -$1.6K 0.01% 885
2022
Q4 		$202K Buy
+8,137
New +$195K 0.01% 858

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Advisor Partners II's HSTM Position: Q2 2023 in Review

Advisor Partners II sold out of HealthStream (HSTM) in Q2 2023, closing a stake of 8,073 shares — an estimated $219K sold.

Advisor Partners II first reported a position in HSTM in Q4 2022 and held it in 2 quarters. The position peaked at $219K in Q1 2023. 172 funds tracked by Wall St. Rank hold HSTM as of Q2 2023.

  • Advisor Partners II reported no remaining HealthStream position as of Q2 2023 after selling out during the quarter.
  • Advisor Partners II sold 8,073 HealthStream shares in Q2 2023, an estimated $219K.
  • Advisor Partners II first reported a position in HealthStream in Q4 2022 and held it in 2 quarters.
  • Advisor Partners II's HealthStream position peaked at $219K in Q1 2023.
  • 172 funds tracked by Wall St. Rank held HealthStream as of Q2 2023.

Based on Advisor Partners II's 13F filing for Q2 2023, filed 10 Aug 2023.