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Capital Performance Advisors’s HealthStream HSTM Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-466
Closed -$13.4K – 1283
2024
Q3 		$13.4K Buy
+466
New +$13.3K ﹤0.01% 724

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
HCA
Harbor Capital Advisors Chicago, Illinois $1.23B AUM 30.56% 1-Year Est. Return

Capital Performance Advisors's HSTM Position: Q4 2024 in Review

Capital Performance Advisors sold out of HealthStream (HSTM) in Q4 2024, closing a stake of 466 shares — an estimated $13.4K sold.

Capital Performance Advisors first reported a position in HSTM in Q3 2024 and held it in 1 quarter. The position peaked at $13.4K in Q3 2024. 206 funds tracked by Wall St. Rank hold HSTM as of Q4 2024.

  • Capital Performance Advisors reported no remaining HealthStream position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 466 HealthStream shares in Q4 2024, an estimated $13.4K.
  • Capital Performance Advisors first reported a position in HealthStream in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's HealthStream position peaked at $13.4K in Q3 2024.
  • 206 funds tracked by Wall St. Rank held HealthStream as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.