JOYN Advisors’s HealthStream HSTM Stock Holding History

JOYN 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
2019 Q1	–	Sell	-12	Closed	–	–	675
2018 Q4	$0	Sell	12 -25	-68%	-$648	﹤0.01%	1807
2018 Q3	$1K	Buy	37 +9	+32%	+$269	﹤0.01%	1608
2018 Q2	$1K	Buy	28 +16	+133%	+$424	﹤0.01%	1587
2018 Q1	$0	Buy	+12	New	+$288	﹤0.01%	1356

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

BBHC

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

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

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

Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

JOYN Advisors's HSTM Position: Q1 2019 in Review

JOYN Advisors sold out of HealthStream (HSTM) in Q1 2019, closing a stake of 12 shares.

JOYN Advisors first reported a position in HSTM in Q1 2018 and held it in 4 quarters. The position peaked at $1K in Q3 2018. 160 funds tracked by Wall St. Rank hold HSTM as of Q1 2019.

JOYN Advisors reported no remaining HealthStream position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 12 HealthStream shares in Q1 2019.
JOYN Advisors first reported a position in HealthStream in Q1 2018 and held it in 4 quarters.
JOYN Advisors's HealthStream position peaked at $1K in Q3 2018.
160 funds tracked by Wall St. Rank held HealthStream as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.