SFS
HSTM icon

Sowell Financial Services’s HealthStream HSTM Stock Holding History

Sowell Financial Services’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
-80
Closed -$2K – 2768
2020
Q3 		$2K Sell
80
-89
-53% -$1.89K ﹤0.01% 2226
2020
Q2 		$4K Hold
169
– – ﹤0.01% 1963
2020
Q1 		$4K Hold
169
– – ﹤0.01% 1894
2019
Q4 		$5K Buy
169
+89
+111% +$2.45K ﹤0.01% 1908
2019
Q3 		$2K Buy
+80
New +$2.15K ﹤0.01% 2081

Other funds holding HSTM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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