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Glass Jacobson Investment Advisors’s HealthStream HSTM Stock Holding History

Glass Jacobson Investment Advisors’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
Q4 		– Sell
-131
Closed -$3.78K – 854
2024
Q3 		$3.78K Hold
131
– – ﹤0.01% 652
2024
Q2 		$3.65K Buy
+131
New +$3.49K ﹤0.01% 637

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
HCA
Harbor Capital Advisors Chicago, Illinois $1.23B AUM 30.56% 1-Year Est. Return

Glass Jacobson Investment Advisors's HSTM Position: Q4 2024 in Review

Glass Jacobson Investment Advisors sold out of HealthStream (HSTM) in Q4 2024, closing a stake of 131 shares — an estimated $3.78K sold.

Glass Jacobson Investment Advisors first reported a position in HSTM in Q2 2024 and held it in 2 quarters. The position peaked at $3.78K in Q3 2024. 206 funds tracked by Wall St. Rank hold HSTM as of Q4 2024.

  • Glass Jacobson Investment Advisors reported no remaining HealthStream position as of Q4 2024 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 131 HealthStream shares in Q4 2024, an estimated $3.78K.
  • Glass Jacobson Investment Advisors first reported a position in HealthStream in Q2 2024 and held it in 2 quarters.
  • Glass Jacobson Investment Advisors's HealthStream position peaked at $3.78K in Q3 2024.
  • 206 funds tracked by Wall St. Rank held HealthStream as of Q4 2024.

Based on Glass Jacobson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.