Evoke Wealth’s HealthStream HSTM Stock Holding History

Evoke Wealth’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
2020 Q3	–	Sell	-58	Closed	-$1K	–	1069
2020 Q2	$1K	Buy	+58	New	+$1.34K	﹤0.01%	977

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

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GIP

Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evoke Wealth's HSTM Position: Q3 2020 in Review

Evoke Wealth sold out of HealthStream (HSTM) in Q3 2020, closing a stake of 58 shares — an estimated $1K sold.

Evoke Wealth first reported a position in HSTM in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 162 funds tracked by Wall St. Rank hold HSTM as of Q3 2020.

Evoke Wealth reported no remaining HealthStream position as of Q3 2020 after selling out during the quarter.
Evoke Wealth sold 58 HealthStream shares in Q3 2020, an estimated $1K.
Evoke Wealth first reported a position in HealthStream in Q2 2020 and held it in 1 quarter.
Evoke Wealth's HealthStream position peaked at $1K in Q2 2020.
162 funds tracked by Wall St. Rank held HealthStream as of Q3 2020.

Based on Evoke Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.