AXS Investments’s HealthStream HSTM Stock Holding History

AXS Investments’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	-2,897	Closed	-$72K	–	395
2022 Q4	$72K	Buy	+2,897	New	+$69.5K	0.03%	254

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

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

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

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

AXS Investments's HSTM Position: Q1 2023 in Review

AXS Investments sold out of HealthStream (HSTM) in Q1 2023, closing a stake of 2,897 shares — an estimated $72K sold.

AXS Investments first reported a position in HSTM in Q4 2022 and held it in 1 quarter. The position peaked at $72K in Q4 2022. 176 funds tracked by Wall St. Rank hold HSTM as of Q1 2023.

AXS Investments reported no remaining HealthStream position as of Q1 2023 after selling out during the quarter.
AXS Investments sold 2,897 HealthStream shares in Q1 2023, an estimated $72K.
AXS Investments first reported a position in HealthStream in Q4 2022 and held it in 1 quarter.
AXS Investments's HealthStream position peaked at $72K in Q4 2022.
176 funds tracked by Wall St. Rank held HealthStream as of Q1 2023.

Based on AXS Investments's 13F filing for Q1 2023, filed 12 May 2023.