SFP
HSTM icon

Sterling Financial Planning’s HealthStream HSTM Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-200
Closed -$6K – 226
2021
Q3 		$6K Hold
200
– – ﹤0.01% 349
2021
Q2 		$6K Hold
200
– – ﹤0.01% 332
2021
Q1 		$4K Hold
200
– – ﹤0.01% 334
2020
Q4 		$4K Buy
+200
New +$4.02K ﹤0.01% 317

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
GIP
Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return

Sterling Financial Planning's HSTM Position: Q4 2021 in Review

Sterling Financial Planning sold out of HealthStream (HSTM) in Q4 2021, closing a stake of 200 shares — an estimated $6K sold.

Sterling Financial Planning first reported a position in HSTM in Q4 2020 and held it in 4 quarters. The position peaked at $6K in Q3 2021. 159 funds tracked by Wall St. Rank hold HSTM as of Q4 2021.

  • Sterling Financial Planning reported no remaining HealthStream position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 200 HealthStream shares in Q4 2021, an estimated $6K.
  • Sterling Financial Planning first reported a position in HealthStream in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's HealthStream position peaked at $6K in Q3 2021.
  • 159 funds tracked by Wall St. Rank held HealthStream as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.