Berman Capital Advisors’s HealthStream HSTM Stock Holding History

Berman Capital 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 Q3	$29K	Buy	1,023 +166	+19%	+$4.85K	﹤0.01%	867
2021 Q2	$23K	Buy	857 +363	+73%	+$9.13K	﹤0.01%	855
2021 Q1	$11K	Buy	+494	New	+$11.8K	﹤0.01%	1000
2020 Q4	–	Sell	-46	Closed	–	–	1744
2020 Q3	$0	Sell	46 -8	-15%	-$170	﹤0.01%	1675
2020 Q2	$1K	Buy	54 +12	+29%	+$278	﹤0.01%	1430
2020 Q1	$1K	Hold	42	–	–	﹤0.01%	1305
2019 Q4	$1K	Hold	42	–	–	﹤0.01%	1330
2019 Q3	$1K	Buy	+42	New	+$1.13K	﹤0.01%	1317

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

GIP

Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 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

PAIM

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

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

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

Berman Capital Advisors's HSTM Position: Q3 2021 in Review

Berman Capital Advisors increased its HealthStream (HSTM) stake by 19% in Q3 2021, buying an estimated $4.85K and bringing the position to 1,023 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #867.

Berman Capital Advisors first reported a position in HSTM in Q3 2019 and has held it in 8 quarters since. 156 funds tracked by Wall St. Rank hold HSTM as of Q3 2021.

Berman Capital Advisors held 1,023 shares of HealthStream worth $29K as of Q3 2021.
Berman Capital Advisors bought 166 HealthStream shares in Q3 2021, an estimated $4.85K.
HealthStream made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #867 holding.
Berman Capital Advisors first reported a position in HealthStream in Q3 2019 and has held it in 8 quarters since.
156 funds tracked by Wall St. Rank held HealthStream as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.