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
2022 Q4	–	Sell	-100	Closed	-$2K	–	9690
2022 Q3	$2K	Hold	100	–	–	﹤0.01%	9287
2022 Q2	$2K	Buy	+100	New	+$1.99K	﹤0.01%	9358
2021 Q1	–	Sell	-1	Closed	-$2K	–	9307
2020 Q4	$2K	Buy	+1	New	+$20	﹤0.01%	7977
2016 Q2	–	Sell	-18	Closed	-$1K	–	6058
2016 Q1	$1K	Buy	+18	New	+$370	﹤0.01%	5109

Other funds holding HSTM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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.