FGC
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Financial Gravity Companies’s HealthStream HSTM Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$43K Buy
+1,716
New +$44.5K 0.04% 379
2018
Q1 		$34K Buy
+1,340
New +$32.2K 0.03% 435

Other funds holding HSTM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Gravity Companies's HSTM Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in HealthStream (HSTM) in Q4 2018: 1,716 shares worth $43K. The stake represents 0.04% of the portfolio and ranks #379 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in HSTM as recently as Q1 2018.

Financial Gravity Companies first reported a position in HSTM in Q1 2018 and has held it in 2 quarters since. 154 funds tracked by Wall St. Rank hold HSTM as of Q4 2018.

  • Financial Gravity Companies held 1,716 shares of HealthStream worth $43K as of Q4 2018.
  • HealthStream was a new Financial Gravity Companies position in Q4 2018.
  • HealthStream made up 0.04% of Financial Gravity Companies's portfolio in Q4 2018, its #379 holding.
  • Financial Gravity Companies first reported a position in HealthStream in Q1 2018 and has held it in 2 quarters since.
  • 154 funds tracked by Wall St. Rank held HealthStream as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.