HHM Wealth Advisors’s HealthStream HSTM Stock Holding History

HHM Wealth 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 Q1	–	Sell	-21	Closed	-$568	–	756
2023 Q4	$568	Hold	21	–	–	﹤0.01%	713
2023 Q3	$454	Hold	21	–	–	﹤0.01%	755
2023 Q2	$516	Hold	21	–	–	﹤0.01%	772
2023 Q1	$570	Hold	21	–	–	﹤0.01%	788
2022 Q4	$522	Hold	21	–	–	﹤0.01%	665
2022 Q3	$0	Hold	21	–	–	﹤0.01%	729
2022 Q2	$0	Hold	21	–	–	﹤0.01%	808
2022 Q1	$0	Hold	21	–	–	﹤0.01%	723
2021 Q4	$1K	Hold	21	–	–	﹤0.01%	649
2021 Q3	$1K	Hold	21	–	–	﹤0.01%	608
2021 Q2	$1K	Hold	21	–	–	﹤0.01%	591
2021 Q1	$0	Hold	21	–	–	﹤0.01%	595
2020 Q4	$0	Hold	21	–	–	﹤0.01%	549
2020 Q3	$0	Hold	21	–	–	﹤0.01%	521
2020 Q2	$0	Buy	+21	New	+$486	﹤0.01%	510

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

HHM Wealth Advisors's HSTM Position: Q1 2024 in Review

HHM Wealth Advisors sold out of HealthStream (HSTM) in Q1 2024, closing a stake of 21 shares — an estimated $568 sold.

HHM Wealth Advisors first reported a position in HSTM in Q2 2020 and held it in 15 quarters. The position peaked at $1K in Q4 2021. 190 funds tracked by Wall St. Rank hold HSTM as of Q1 2024.

HHM Wealth Advisors reported no remaining HealthStream position as of Q1 2024 after selling out during the quarter.
HHM Wealth Advisors sold 21 HealthStream shares in Q1 2024, an estimated $568.
HHM Wealth Advisors first reported a position in HealthStream in Q2 2020 and held it in 15 quarters.
HHM Wealth Advisors's HealthStream position peaked at $1K in Q4 2021.
190 funds tracked by Wall St. Rank held HealthStream as of Q1 2024.

Based on HHM Wealth Advisors's 13F filing for Q1 2024, filed 14 May 2024.