Icon Wealth Partners’s HealthStream HSTM Stock Holding History

Icon Wealth Partners’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
2018 Q1	–	Sell	-894	Closed	-$21K	–	463
2017 Q4	$21K	Buy	+894	New	+$21K	0.01%	602

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Icon Wealth Partners's HSTM Position: Q1 2018 in Review

Icon Wealth Partners sold out of HealthStream (HSTM) in Q1 2018, closing a stake of 894 shares — an estimated $21K sold.

Icon Wealth Partners first reported a position in HSTM in Q4 2017 and held it in 1 quarter. The position peaked at $21K in Q4 2017. 144 funds tracked by Wall St. Rank hold HSTM as of Q1 2018.

Icon Wealth Partners reported no remaining HealthStream position as of Q1 2018 after selling out during the quarter.
Icon Wealth Partners sold 894 HealthStream shares in Q1 2018, an estimated $21K.
Icon Wealth Partners first reported a position in HealthStream in Q4 2017 and held it in 1 quarter.
Icon Wealth Partners's HealthStream position peaked at $21K in Q4 2017.
144 funds tracked by Wall St. Rank held HealthStream as of Q1 2018.

Based on Icon Wealth Partners's 13F filing for Q1 2018, filed 15 May 2018.