HGWM
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Harvest Group Wealth Management’s HealthStream HSTM Stock Holding History

Harvest Group Wealth 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
2020
Q4 		– Sell
-7
Closed – – 733
2020
Q3 		$0 Hold
7
– – ﹤0.01% 686
2020
Q2 		$0 Hold
7
– – ﹤0.01% 637
2020
Q1 		$0 Buy
+7
New +$176 ﹤0.01% 706

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return

Harvest Group Wealth Management's HSTM Position: Q4 2020 in Review

Harvest Group Wealth Management sold out of HealthStream (HSTM) in Q4 2020, closing a stake of 7 shares.

Harvest Group Wealth Management first reported a position in HSTM in Q1 2020 and held it in 3 quarters. The position peaked at $0 in Q3 2020. 149 funds tracked by Wall St. Rank hold HSTM as of Q4 2020.

  • Harvest Group Wealth Management reported no remaining HealthStream position as of Q4 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 7 HealthStream shares in Q4 2020.
  • Harvest Group Wealth Management first reported a position in HealthStream in Q1 2020 and held it in 3 quarters.
  • Harvest Group Wealth Management's HealthStream position peaked at $0 in Q3 2020.
  • 149 funds tracked by Wall St. Rank held HealthStream as of Q4 2020.

Based on Harvest Group Wealth Management's 13F filing for Q4 2020, filed 1 Feb 2021.