Kowal Investment Group’s HealthStream HSTM Stock Holding History

Kowal Investment Group’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 Q4	–	Sell	-62	Closed	-$2K	–	474
2021 Q3	$2K	Buy	+62	New	+$1.81K	﹤0.01%	805

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

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

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

PAIM

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return

Kowal Investment Group's HSTM Position: Q4 2021 in Review

Kowal Investment Group sold out of HealthStream (HSTM) in Q4 2021, closing a stake of 62 shares — an estimated $2K sold.

Kowal Investment Group first reported a position in HSTM in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 159 funds tracked by Wall St. Rank hold HSTM as of Q4 2021.

Kowal Investment Group reported no remaining HealthStream position as of Q4 2021 after selling out during the quarter.
Kowal Investment Group sold 62 HealthStream shares in Q4 2021, an estimated $2K.
Kowal Investment Group first reported a position in HealthStream in Q3 2021 and held it in 1 quarter.
Kowal Investment Group's HealthStream position peaked at $2K in Q3 2021.
159 funds tracked by Wall St. Rank held HealthStream as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.