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OneDigital Investment Advisors’s HealthStream HSTM Stock Holding History

OneDigital Investment 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
Q3 		– Sell
-3,900
Closed -$101K – 824
2019
Q2 		$101K Buy
3,900
+450
+13% +$11.8K 0.01% 460
2019
Q1 		$97K Buy
+3,450
New +$90.7K 0.01% 373

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
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

OneDigital Investment Advisors's HSTM Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of HealthStream (HSTM) in Q3 2019, closing a stake of 3,900 shares — an estimated $101K sold.

OneDigital Investment Advisors first reported a position in HSTM in Q1 2019 and held it in 2 quarters. The position peaked at $101K in Q2 2019. 144 funds tracked by Wall St. Rank hold HSTM as of Q3 2019.

  • OneDigital Investment Advisors reported no remaining HealthStream position as of Q3 2019 after selling out during the quarter.
  • OneDigital Investment Advisors sold 3,900 HealthStream shares in Q3 2019, an estimated $101K.
  • OneDigital Investment Advisors first reported a position in HealthStream in Q1 2019 and held it in 2 quarters.
  • OneDigital Investment Advisors's HealthStream position peaked at $101K in Q2 2019.
  • 144 funds tracked by Wall St. Rank held HealthStream as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.