Financial Gravity Asset Management’s HealthStream HSTM Stock Holding History

Financial Gravity Asset Management’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 Q2	–	Sell	-1	Closed	-$27	–	1595
2024 Q1	$27	Sell	1 -7	-88%	-$187	﹤0.01%	1096
2023 Q4	$224	Buy	+8	New	+$199	﹤0.01%	1026
2021 Q3	$29K	Hold	7	–	–	0.01%	712
2021 Q2	$28K	Buy	+7	New	+$176	0.01%	730
2020 Q4	$0	Buy	+8	New	+$161	﹤0.01%	572
2019 Q4	$27K	Buy	+720	New	+$19.8K	0.02%	904
2018 Q3	–	Sell	-14	Closed	–	–	1490
2018 Q2	$0	Sell	14 -1,326	-99%	-$35.2K	﹤0.01%	1498
2018 Q1	$34K	Buy	+1,340	New	+$32.2K	0.03%	435

Other funds holding HSTM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Financial Gravity Asset Management's HSTM Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of HealthStream (HSTM) in Q2 2024, closing a stake of 1 share — an estimated $27 sold.

Financial Gravity Asset Management first reported a position in HSTM in Q1 2018 and held it in 8 quarters. The position peaked at $34K in Q1 2018. 200 funds tracked by Wall St. Rank hold HSTM as of Q2 2024.

Financial Gravity Asset Management reported no remaining HealthStream position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 1 HealthStream share in Q2 2024, an estimated $27.
Financial Gravity Asset Management first reported a position in HealthStream in Q1 2018 and held it in 8 quarters.
Financial Gravity Asset Management's HealthStream position peaked at $34K in Q1 2018.
200 funds tracked by Wall St. Rank held HealthStream as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.