American Portfolios Advisors’s HealthStream HSTM Stock Holding History

American Portfolios Advisors’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
2021 Q2	–	Sell	-100	Closed	-$2.23K	–	3423
2021 Q1	$2.23K	Hold	100	–	–	﹤0.01%	2965
2020 Q4	$2.18K	Hold	100	–	–	﹤0.01%	2680
2020 Q3	$2.01K	Hold	100	–	–	﹤0.01%	2615
2020 Q2	$2.21K	Hold	100	–	–	﹤0.01%	2519
2020 Q1	$2.4K	Hold	100	–	–	﹤0.01%	2333
2019 Q4	$2.72K	Hold	100	–	–	﹤0.01%	2485
2019 Q3	$2.59K	Hold	100	–	–	﹤0.01%	2437
2019 Q2	$2.59K	Hold	100	–	–	﹤0.01%	2402
2019 Q1	$2.81K	Hold	100	–	–	﹤0.01%	2279
2018 Q4	$2.42K	Hold	100	–	–	﹤0.01%	2089
2018 Q3	$3.1K	Hold	100	–	–	﹤0.01%	2139
2018 Q2	$2.73K	Hold	100	–	–	﹤0.01%	2143
2018 Q1	$2.48K	Hold	100	–	–	﹤0.01%	2057
2017 Q4	$2.32K	Buy	+100	New	+$2.35K	﹤0.01%	2019

Other funds holding HSTM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

GIP

Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

American Portfolios Advisors's HSTM Position: Q2 2021 in Review

American Portfolios Advisors sold out of HealthStream (HSTM) in Q2 2021, closing a stake of 100 shares — an estimated $2.23K sold.

American Portfolios Advisors first reported a position in HSTM in Q4 2017 and held it in 14 quarters. The position peaked at $3.1K in Q3 2018. 147 funds tracked by Wall St. Rank hold HSTM as of Q2 2021.

American Portfolios Advisors reported no remaining HealthStream position as of Q2 2021 after selling out during the quarter.
American Portfolios Advisors sold 100 HealthStream shares in Q2 2021, an estimated $2.23K.
American Portfolios Advisors first reported a position in HealthStream in Q4 2017 and held it in 14 quarters.
American Portfolios Advisors's HealthStream position peaked at $3.1K in Q3 2018.
147 funds tracked by Wall St. Rank held HealthStream as of Q2 2021.

Based on American Portfolios Advisors's 13F filing for Q2 2021, filed 22 Mar 2023.