Simplex Trading
HSTM icon

Simplex Trading’s HealthStream HSTM Stock Holding History

Simplex Trading’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
2026
Q1 		$2.07K Buy
+100
New +$2.13K ﹤0.01% 8362
2023
Q2 		– Sell
-200
Closed -$5K – 9374
2023
Q1 		$5K Hold
200
– – ﹤0.01% 8043
2022
Q4 		$4K Buy
+200
New +$4.8K ﹤0.01% 8209
2020
Q2 		– Sell
-1
Closed -$2K – 7908
2020
Q1 		$2K Hold
1
– – ﹤0.01% 7191
2019
Q4 		$2K Buy
+1
New +$28 ﹤0.01% 6971
2019
Q1 		– Sell
-31
Closed -$74K – 7401
2018
Q4 		$74K Buy
31
+30
+3,000% +$778 ﹤0.01% 4148
2018
Q3 		$3K Buy
+1
New +$30 ﹤0.01% 6958
2017
Q3 		– Sell
-30
Closed -$5K – 6189
2017
Q2 		$5K Buy
+30
New +$824 ﹤0.01% 4579
2016
Q4 		– Sell
-19
Closed -$6K – 6118
2016
Q3 		$6K Sell
19
-1
-5% -$26 ﹤0.01% 4111
2016
Q2 		$7K Buy
+20
New +$470 ﹤0.01% 3929

Other funds holding HSTM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Simplex Trading's HSTM Position: Q4 2021 in Review

Simplex Trading sold out of HealthStream (HSTM) in Q4 2021, closing a stake of 138 shares — an estimated $3K sold.

Simplex Trading first reported a position in HSTM in Q2 2015 and held it in 10 quarters. The position peaked at $25K in Q1 2016. 159 funds tracked by Wall St. Rank hold HSTM as of Q4 2021.

  • Simplex Trading reported no remaining HealthStream position as of Q4 2021 after selling out during the quarter.
  • Simplex Trading sold 138 HealthStream shares in Q4 2021, an estimated $3K.
  • Simplex Trading first reported a position in HealthStream in Q2 2015 and held it in 10 quarters.
  • Simplex Trading's HealthStream position peaked at $25K in Q1 2016.
  • 159 funds tracked by Wall St. Rank held HealthStream as of Q4 2021.

Based on Simplex Trading's 13F filing for Q4 2021, filed 4 Feb 2022.