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Orion Portfolio Solutions’s HealthStream HSTM Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-79
Closed -$2K – 1142
2020
Q2 		$2K Buy
79
+58
+276% +$1.34K ﹤0.01% 1769
2020
Q1 		$1K Buy
+21
New +$528 ﹤0.01% 1726

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Orion Portfolio Solutions's HSTM Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of HealthStream (HSTM) in Q3 2020, closing a stake of 79 shares — an estimated $2K sold.

Orion Portfolio Solutions first reported a position in HSTM in Q1 2020 and held it in 2 quarters. The position peaked at $2K in Q2 2020. 162 funds tracked by Wall St. Rank hold HSTM as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining HealthStream position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 79 HealthStream shares in Q3 2020, an estimated $2K.
  • Orion Portfolio Solutions first reported a position in HealthStream in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's HealthStream position peaked at $2K in Q2 2020.
  • 162 funds tracked by Wall St. Rank held HealthStream as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.