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Patriot Financial Group Insurance Agency’s HealthStream HSTM Stock Holding History

Patriot Financial Group Insurance Agency’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
Q4 		– Sell
-3
Closed – – 1906
2020
Q3 		$0 Hold
3
– – ﹤0.01% 1746
2020
Q2 		$0 Buy
+3
New +$69 ﹤0.01% 1730

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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Patriot Financial Group Insurance Agency's HSTM Position: Q4 2020 in Review

Patriot Financial Group Insurance Agency sold out of HealthStream (HSTM) in Q4 2020, closing a stake of 3 shares.

Patriot Financial Group Insurance Agency first reported a position in HSTM in Q2 2020 and held it in 2 quarters. The position peaked at $0 in Q3 2020. 149 funds tracked by Wall St. Rank hold HSTM as of Q4 2020.

  • Patriot Financial Group Insurance Agency reported no remaining HealthStream position as of Q4 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 3 HealthStream shares in Q4 2020.
  • Patriot Financial Group Insurance Agency first reported a position in HealthStream in Q2 2020 and held it in 2 quarters.
  • Patriot Financial Group Insurance Agency's HealthStream position peaked at $0 in Q3 2020.
  • 149 funds tracked by Wall St. Rank held HealthStream as of Q4 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2020, filed 15 Jan 2021.