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	–	1900
2024 Q1	$27	Sell	1 -34	-97%	-$910	﹤0.01%	1878
2023 Q4	$3.06M	Buy	35 +8	+30%	+$199	0.03%	166
2023 Q3	$3.06M	Buy	27 +1	+4%	+$22	0.03%	159
2023 Q2	$744	Sell	26 -2	-7%	-$50	﹤0.01%	893
2023 Q1	$2.48K	Buy	28 +3	+12%	+$75	0.08%	264
2022 Q4	$848	Sell	25 -38	-60%	-$912	﹤0.01%	699
2022 Q3	$155	Sell	63 -4	-6%	-$91	0.01%	592
2022 Q2	$158	Buy	67 +7	+12%	+$140	﹤0.01%	557
2022 Q1	$145	Sell	60 -18	-23%	-$407	﹤0.01%	603
2021 Q4	$192	Buy	78 +71	+1,014%	+$1.88K	﹤0.01%	631
2021 Q3	$29K	Hold	7	–	–	0.01%	712
2021 Q2	$28K	Hold	7	–	–	0.01%	730
2021 Q1	$163	Sell	7 -1	-13%	-$24	﹤0.01%	477
2020 Q4	$0	Buy	+8	New	+$161	﹤0.01%	572
2020 Q2	–	Sell	-9	Closed	-$215	–	391
2020 Q1	$215	Sell	9 -711	-99%	-$17.9K	﹤0.01%	709
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 $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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 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 18 quarters. The position peaked at $3.06M in Q4 2023. 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 18 quarters.
Financial Gravity Asset Management's HealthStream position peaked at $3.06M in Q4 2023.
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.