IndexIQ Advisors’s HealthStream HSTM Stock Holding History

IndexIQ 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
2022 Q1	$400K	Buy	+20,098	New	+$454K	0.01%	683
2021 Q1	–	Sell	-8,745	Closed	-$191K	–	1214
2020 Q4	$191K	Buy	8,745 +903	+12%	+$18.1K	0.01%	921
2020 Q3	$157K	Buy	7,842 +423	+6%	+$8.98K	0.01%	821
2020 Q2	$164K	Sell	7,419 -302	-4%	-$7K	0.01%	763
2020 Q1	$185K	Buy	+7,721	New	+$194K	0.01%	569
2019 Q1	–	Sell	-84,642	Closed	-$2.04M	–	629
2018 Q4	$2.04M	Sell	84,642 -6,910	-8%	-$179K	0.06%	223
2018 Q3	$2.84M	Buy	91,552 +3,459	+4%	+$103K	0.09%	188
2018 Q2	$2.41M	Buy	88,093 +7,275	+9%	+$193K	0.07%	248
2018 Q1	$2.01M	Buy	+80,818	New	+$1.94M	0.06%	309

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

BBHC

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

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

GIP

Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 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

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IndexIQ Advisors's HSTM Position: Q1 2022 in Review

IndexIQ Advisors opened a new position in HealthStream (HSTM) in Q1 2022: 20,098 shares worth $400K. The stake represents 0.01% of the portfolio and ranks #683 among its holdings. This is a return to the name: IndexIQ Advisors previously reported a position in HSTM as recently as Q4 2020.

IndexIQ Advisors first reported a position in HSTM in Q1 2018 and has held it in 9 quarters since. The position peaked at $2.84M in Q3 2018. 156 funds tracked by Wall St. Rank hold HSTM as of Q1 2022.

IndexIQ Advisors held 20,098 shares of HealthStream worth $400K as of Q1 2022.
HealthStream was a new IndexIQ Advisors position in Q1 2022.
HealthStream made up 0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #683 holding.
IndexIQ Advisors first reported a position in HealthStream in Q1 2018 and has held it in 9 quarters since.
IndexIQ Advisors's HealthStream position peaked at $2.84M in Q3 2018.
156 funds tracked by Wall St. Rank held HealthStream as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.