CFGS
HSTM icon

Concourse Financial Group Securities’s HealthStream HSTM Stock Holding History

Concourse Financial Group Securities’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
-231
Closed -$7.41K – 937
2024
Q4 		$7.41K Buy
+231
New +$7.13K ﹤0.01% 1787

Other funds holding HSTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
HCA
Harbor Capital Advisors Chicago, Illinois $1.47B AUM 42.58% 1-Year Est. Return

Concourse Financial Group Securities's HSTM Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of HealthStream (HSTM) in Q1 2025, closing a stake of 231 shares — an estimated $7.41K sold.

Concourse Financial Group Securities first reported a position in HSTM in Q4 2024 and held it in 1 quarter. The position peaked at $7.41K in Q4 2024. 211 funds tracked by Wall St. Rank hold HSTM as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining HealthStream position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 231 HealthStream shares in Q1 2025, an estimated $7.41K.
  • Concourse Financial Group Securities first reported a position in HealthStream in Q4 2024 and held it in 1 quarter.
  • Concourse Financial Group Securities's HealthStream position peaked at $7.41K in Q4 2024.
  • 211 funds tracked by Wall St. Rank held HealthStream as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.