Janney Montgomery Scott
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Janney Montgomery Scott’s HealthStream HSTM Stock Holding History

Janney Montgomery Scott’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
2021
Q1 		– Sell
-14,058
Closed -$307K – 2307
2020
Q4 		$307K Buy
14,058
+1,558
+12% +$31.3K ﹤0.01% 1872
2020
Q3 		$251K Buy
+12,500
New +$265K ﹤0.01% 1797

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Janney Montgomery Scott's HSTM Position: Q1 2021 in Review

Janney Montgomery Scott sold out of HealthStream (HSTM) in Q1 2021, closing a stake of 14,058 shares — an estimated $307K sold.

Janney Montgomery Scott first reported a position in HSTM in Q3 2020 and held it in 2 quarters. The position peaked at $307K in Q4 2020. 140 funds tracked by Wall St. Rank hold HSTM as of Q1 2021.

  • Janney Montgomery Scott reported no remaining HealthStream position as of Q1 2021 after selling out during the quarter.
  • Janney Montgomery Scott sold 14,058 HealthStream shares in Q1 2021, an estimated $307K.
  • Janney Montgomery Scott first reported a position in HealthStream in Q3 2020 and held it in 2 quarters.
  • Janney Montgomery Scott's HealthStream position peaked at $307K in Q4 2020.
  • 140 funds tracked by Wall St. Rank held HealthStream as of Q1 2021.

Based on Janney Montgomery Scott's 13F filing for Q1 2021, filed 27 Apr 2021.