Gradient Investments’s HealthStream HSTM Stock Holding History

Gradient Investments’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 Q1	–	Sell	-38	Closed	-$1.03K	–	1507
2023 Q4	$1.03K	Hold	38	–	–	﹤0.01%	1410
2023 Q3	$820	Hold	38	–	–	﹤0.01%	1430
2023 Q2	$933	Buy	+38	New	+$943	﹤0.01%	1384

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

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

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

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Gradient Investments's HSTM Position: Q1 2024 in Review

Gradient Investments sold out of HealthStream (HSTM) in Q1 2024, closing a stake of 38 shares — an estimated $1.03K sold.

Gradient Investments first reported a position in HSTM in Q2 2023 and held it in 3 quarters. The position peaked at $1.03K in Q4 2023. 190 funds tracked by Wall St. Rank hold HSTM as of Q1 2024.

Gradient Investments reported no remaining HealthStream position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 38 HealthStream shares in Q1 2024, an estimated $1.03K.
Gradient Investments first reported a position in HealthStream in Q2 2023 and held it in 3 quarters.
Gradient Investments's HealthStream position peaked at $1.03K in Q4 2023.
190 funds tracked by Wall St. Rank held HealthStream as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.