HWM
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HighMark Wealth Management’s HealthStream HSTM Stock Holding History

HighMark 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
2023
Q2 		– Sell
-1,000
Closed -$27.1K – 595
2023
Q1 		$27.1K Hold
1,000
– – 0.02% 179
2022
Q4 		$24.8K Hold
1,000
– – 0.02% 153
2022
Q3 		$21K Hold
1,000
– – 0.02% 157
2022
Q2 		$22K Buy
+1,000
New +$19.9K 0.02% 151

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
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
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

HighMark Wealth Management's HSTM Position: Q2 2023 in Review

HighMark Wealth Management sold out of HealthStream (HSTM) in Q2 2023, closing a stake of 1,000 shares — an estimated $27.1K sold.

HighMark Wealth Management first reported a position in HSTM in Q2 2022 and held it in 4 quarters. The position peaked at $27.1K in Q1 2023. 172 funds tracked by Wall St. Rank hold HSTM as of Q2 2023.

  • HighMark Wealth Management reported no remaining HealthStream position as of Q2 2023 after selling out during the quarter.
  • HighMark Wealth Management sold 1,000 HealthStream shares in Q2 2023, an estimated $27.1K.
  • HighMark Wealth Management first reported a position in HealthStream in Q2 2022 and held it in 4 quarters.
  • HighMark Wealth Management's HealthStream position peaked at $27.1K in Q1 2023.
  • 172 funds tracked by Wall St. Rank held HealthStream as of Q2 2023.

Based on HighMark Wealth Management's 13F filing for Q2 2023, filed 26 Jul 2023.