TCI Wealth Advisors’s HealthStream HSTM Stock Holding History

TCI 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 Q2	–	Sell	-180	Closed	-$4.88K	–	1102
2023 Q1	$4.88K	Buy	+180	New	+$4.49K	﹤0.01%	1547
2022 Q1	–	Sell	-283	Closed	-$7K	–	2315
2021 Q4	$7K	Hold	283	–	–	﹤0.01%	1418
2021 Q3	$8K	Hold	283	–	–	﹤0.01%	1255
2021 Q2	$8K	Sell	283 -61	-18%	-$1.53K	﹤0.01%	1109
2021 Q1	$8K	Buy	+344	New	+$8.2K	﹤0.01%	980
2020 Q3	–	Sell	-22	Closed	–	–	1581
2020 Q2	$0	Hold	22	–	–	﹤0.01%	1544
2020 Q1	$1K	Hold	22	–	–	﹤0.01%	1255
2019 Q4	$1K	Hold	22	–	–	﹤0.01%	1350
2019 Q3	$1K	Hold	22	–	–	﹤0.01%	1300
2019 Q2	$1K	Hold	22	–	–	﹤0.01%	1212
2019 Q1	$1K	Hold	22	–	–	﹤0.01%	1228
2018 Q4	$1K	Hold	22	–	–	﹤0.01%	1223
2018 Q3	$1K	Hold	22	–	–	﹤0.01%	1234
2018 Q2	$1K	Hold	22	–	–	﹤0.01%	1301
2018 Q1	$1K	Hold	22	–	–	﹤0.01%	1151
2017 Q4	$1K	Hold	22	–	–	﹤0.01%	1202
2017 Q3	$1K	Hold	22	–	–	﹤0.01%	1125
2017 Q2	$1K	Hold	22	–	–	﹤0.01%	1141
2017 Q1	$1K	Hold	22	–	–	﹤0.01%	1102
2016 Q4	$1K	Hold	22	–	–	﹤0.01%	1170
2016 Q3	$1K	Hold	22	–	–	﹤0.01%	1131
2016 Q2	$1K	Hold	22	–	–	﹤0.01%	1072
2016 Q1	$0	Buy	+22	New	+$453	﹤0.01%	1364

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

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

SIMG

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

TCI Wealth Advisors's HSTM Position: Q2 2023 in Review

TCI Wealth Advisors sold out of HealthStream (HSTM) in Q2 2023, closing a stake of 180 shares — an estimated $4.88K sold.

TCI Wealth Advisors first reported a position in HSTM in Q1 2016 and held it in 23 quarters. The position peaked at $8K in Q3 2021. 172 funds tracked by Wall St. Rank hold HSTM as of Q2 2023.

TCI Wealth Advisors reported no remaining HealthStream position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 180 HealthStream shares in Q2 2023, an estimated $4.88K.
TCI Wealth Advisors first reported a position in HealthStream in Q1 2016 and held it in 23 quarters.
TCI Wealth Advisors's HealthStream position peaked at $8K in Q3 2021.
172 funds tracked by Wall St. Rank held HealthStream as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.