Ellevest Inc’s HealthStream HSTM Stock Holding History

Ellevest Inc’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	-8	Closed	-$217	–	923
2023 Q1	$217	Buy	+8	New	+$200	﹤0.01%	1762
2020 Q3	–	Sell	-68	Closed	-$2K	–	1210
2020 Q2	$2K	Buy	68 +42	+162%	+$973	﹤0.01%	885
2020 Q1	$1K	Buy	+26	New	+$653	﹤0.01%	898

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

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

Ellevest Inc's HSTM Position: Q2 2023 in Review

Ellevest Inc sold out of HealthStream (HSTM) in Q2 2023, closing a stake of 8 shares — an estimated $217 sold.

Ellevest Inc first reported a position in HSTM in Q1 2020 and held it in 3 quarters. The position peaked at $2K in Q2 2020. 172 funds tracked by Wall St. Rank hold HSTM as of Q2 2023.

Ellevest Inc reported no remaining HealthStream position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 8 HealthStream shares in Q2 2023, an estimated $217.
Ellevest Inc first reported a position in HealthStream in Q1 2020 and held it in 3 quarters.
Ellevest Inc's HealthStream position peaked at $2K in Q2 2020.
172 funds tracked by Wall St. Rank held HealthStream as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.