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CM Wealth Advisors’s HealthStream HSTM Stock Holding History

CM Wealth 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
2023
Q2 		– Sell
-18,886
Closed -$477K – 285
2023
Q1 		$477K Buy
+18,886
New +$471K 0.09% 264

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
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
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

CM Wealth Advisors's HSTM Position: Q2 2023 in Review

CM Wealth Advisors sold out of HealthStream (HSTM) in Q2 2023, closing a stake of 18,886 shares — an estimated $477K sold.

CM Wealth Advisors first reported a position in HSTM in Q1 2023 and held it in 1 quarter. The position peaked at $477K in Q1 2023. 172 funds tracked by Wall St. Rank hold HSTM as of Q2 2023.

  • CM Wealth Advisors reported no remaining HealthStream position as of Q2 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 18,886 HealthStream shares in Q2 2023, an estimated $477K.
  • CM Wealth Advisors first reported a position in HealthStream in Q1 2023 and held it in 1 quarter.
  • CM Wealth Advisors's HealthStream position peaked at $477K in Q1 2023.
  • 172 funds tracked by Wall St. Rank held HealthStream as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.