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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 – 2762
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 $6.73T AUM 46.02% 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 $22.8B AUM 25.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.95B AUM 49.89% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return

Sowell Financial Services's HSTM Position: Q4 2020 in Review

Sowell Financial Services sold out of HealthStream (HSTM) in Q4 2020, closing a stake of 80 shares — an estimated $2K sold.

Sowell Financial Services first reported a position in HSTM in Q3 2019 and held it in 5 quarters. The position peaked at $5K in Q4 2019. 149 funds tracked by Wall St. Rank hold HSTM as of Q4 2020.

  • Sowell Financial Services reported no remaining HealthStream position as of Q4 2020 after selling out during the quarter.
  • Sowell Financial Services sold 80 HealthStream shares in Q4 2020, an estimated $2K.
  • Sowell Financial Services first reported a position in HealthStream in Q3 2019 and held it in 5 quarters.
  • Sowell Financial Services's HealthStream position peaked at $5K in Q4 2019.
  • 149 funds tracked by Wall St. Rank held HealthStream as of Q4 2020.

Based on Sowell Financial Services's 13F filing for Q4 2020, filed 13 Jan 2021.