Sutton Wealth Advisors’s HealthStream HSTM Stock Holding History

Sutton Wealth Advisors’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
2023 Q1	–	Sell	-422	Closed	-$10.5K	–	1148
2022 Q4	$10.5K	Hold	422	–	–	﹤0.01%	928
2022 Q3	$8.97K	Hold	422	–	–	﹤0.01%	926
2022 Q2	$9.16K	Sell	422 -53	-11%	-$1.06K	﹤0.01%	926
2022 Q1	$9.46K	Buy	475 +52	+12%	+$1.18K	﹤0.01%	947
2021 Q4	$11.2K	Buy	423 +7	+2%	+$185	﹤0.01%	899
2021 Q3	$11.9K	Hold	416	–	–	﹤0.01%	849
2021 Q2	$11.6K	Hold	416	–	–	﹤0.01%	865
2021 Q1	$9.29K	Hold	416	–	–	﹤0.01%	903
2020 Q4	$9.09K	Hold	416	–	–	﹤0.01%	838
2020 Q3	$8.35K	Hold	416	–	–	﹤0.01%	793
2020 Q2	$9.21K	Hold	416	–	–	﹤0.01%	732
2020 Q1	$9.96K	Hold	416	–	–	0.01%	653
2019 Q4	$11.3K	Hold	416	–	–	0.01%	784
2019 Q3	$10.8K	Hold	416	–	–	0.01%	768
2019 Q2	$10.8K	Hold	416	–	–	0.01%	751
2019 Q1	$11.7K	Hold	416	–	–	0.01%	754
2018 Q4	$10K	Hold	416	–	–	0.01%	743
2018 Q3	$12.9K	Hold	416	–	–	0.01%	739
2018 Q2	$11.4K	Hold	416	–	–	0.01%	804
2018 Q1	$10.3K	Hold	416	–	–	0.01%	801
2017 Q4	$9.63K	Hold	416	–	–	0.01%	794
2017 Q3	$9.72K	Hold	416	–	–	0.01%	771
2017 Q2	$10.9K	Hold	416	–	–	0.01%	726
2017 Q1	$10.1K	Hold	416	–	–	0.01%	708
2016 Q4	$10.4K	Hold	416	–	–	0.01%	684
2016 Q3	$11.5K	Hold	416	–	–	0.01%	629
2016 Q2	$11K	Hold	416	–	–	0.01%	602
2016 Q1	$9.19K	Buy	+416	New	+$8.56K	0.01%	629

Other funds holding HSTM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

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

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

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

Sutton Wealth Advisors's HSTM Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of HealthStream (HSTM) in Q1 2023, closing a stake of 422 shares — an estimated $10.5K sold.

Sutton Wealth Advisors first reported a position in HSTM in Q1 2016 and held it in 28 quarters. The position peaked at $12.9K in Q3 2018. 176 funds tracked by Wall St. Rank hold HSTM as of Q1 2023.

Sutton Wealth Advisors reported no remaining HealthStream position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 422 HealthStream shares in Q1 2023, an estimated $10.5K.
Sutton Wealth Advisors first reported a position in HealthStream in Q1 2016 and held it in 28 quarters.
Sutton Wealth Advisors's HealthStream position peaked at $12.9K in Q3 2018.
176 funds tracked by Wall St. Rank held HealthStream as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.