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Raleigh Capital Management’s HealthStream HSTM Stock Holding History

Raleigh Capital Management’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
2024
Q1 		– Sell
-227
Closed -$6.13K – 1063
2023
Q4 		$6.13K Buy
227
+21
+10% +$522 ﹤0.01% 697
2023
Q3 		$4.44K Buy
206
+19
+10% +$420 ﹤0.01% 702
2023
Q2 		$4.59K Buy
187
+72
+63% +$1.79K ﹤0.01% 661
2023
Q1 		$3.12K Buy
115
+23
+25% +$574 ﹤0.01% 710
2022
Q4 		$2.29K Buy
92
+43
+88% +$1.03K ﹤0.01% 667
2022
Q3 		$1K Buy
+49
New +$1.11K ﹤0.01% 740

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
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Raleigh Capital Management's HSTM Position: Q1 2024 in Review

Raleigh Capital Management sold out of HealthStream (HSTM) in Q1 2024, closing a stake of 227 shares — an estimated $6.13K sold.

Raleigh Capital Management first reported a position in HSTM in Q3 2022 and held it in 6 quarters. The position peaked at $6.13K in Q4 2023. 190 funds tracked by Wall St. Rank hold HSTM as of Q1 2024.

  • Raleigh Capital Management reported no remaining HealthStream position as of Q1 2024 after selling out during the quarter.
  • Raleigh Capital Management sold 227 HealthStream shares in Q1 2024, an estimated $6.13K.
  • Raleigh Capital Management first reported a position in HealthStream in Q3 2022 and held it in 6 quarters.
  • Raleigh Capital Management's HealthStream position peaked at $6.13K in Q4 2023.
  • 190 funds tracked by Wall St. Rank held HealthStream as of Q1 2024.

Based on Raleigh Capital Management's 13F filing for Q1 2024, filed 13 May 2024.