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Pinnacle Wealth Advisors’s HealthStream HSTM Stock Holding History

Pinnacle Wealth 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
2021
Q2 		$2.32M Buy
+83,181
New +$2.09M 0.09% 158

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Pinnacle Wealth Advisors's HSTM Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in HealthStream (HSTM) in Q2 2021: 83,181 shares worth $2.32M. The stake represents 0.09% of the portfolio and ranks #158 among its holdings.

147 funds tracked by Wall St. Rank hold HSTM as of Q2 2021.

  • Pinnacle Wealth Advisors held 83,181 shares of HealthStream worth $2.32M as of Q2 2021.
  • HealthStream was a new Pinnacle Wealth Advisors position in Q2 2021.
  • HealthStream made up 0.09% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #158 holding.
  • 147 funds tracked by Wall St. Rank held HealthStream as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.