Avior Wealth Management’s HealthStream HSTM Stock Holding History

Avior 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
2025 Q1	–	Sell	-408	Closed	-$13K	–	1460
2024 Q4	$13K	Buy	408 +44	+12%	+$1.36K	﹤0.01%	1539
2024 Q3	$10.5K	Hold	364	–	–	﹤0.01%	1542
2024 Q2	$10.2K	Sell	364 -5	-1%	-$133	﹤0.01%	1513
2024 Q1	$9.84K	Buy	369 +290	+367%	+$7.76K	﹤0.01%	1880
2023 Q4	$2.13K	Sell	79 -41	-34%	-$1.02K	﹤0.01%	1296
2023 Q3	$2.59K	Hold	120	–	–	﹤0.01%	1351
2023 Q2	$2.95K	Buy	120 +5	+4%	+$124	﹤0.01%	1305
2023 Q1	$3.12K	Buy	+115	New	+$2.87K	﹤0.01%	1331

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

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

PAIM

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

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

HCA

Harbor Capital Advisors Chicago, Illinois $1.23B AUM 30.56% 1-Year Est. Return

Avior Wealth Management's HSTM Position: Q1 2025 in Review

Avior Wealth Management sold out of HealthStream (HSTM) in Q1 2025, closing a stake of 408 shares — an estimated $13K sold.

Avior Wealth Management first reported a position in HSTM in Q1 2023 and held it in 8 quarters. The position peaked at $13K in Q4 2024. 211 funds tracked by Wall St. Rank hold HSTM as of Q1 2025.

Avior Wealth Management reported no remaining HealthStream position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 408 HealthStream shares in Q1 2025, an estimated $13K.
Avior Wealth Management first reported a position in HealthStream in Q1 2023 and held it in 8 quarters.
Avior Wealth Management's HealthStream position peaked at $13K in Q4 2024.
211 funds tracked by Wall St. Rank held HealthStream as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.