Truist Financial
HSTM icon

Truist Financial’s HealthStream HSTM Stock Holding History

Truist Financial’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
2024
Q3 		– Sell
-15,915
Closed -$444K – 2602
2024
Q2 		$444K Hold
15,915
– – ﹤0.01% 2046
2024
Q1 		$424K Hold
15,915
– – ﹤0.01% 2070
2023
Q4 		$430K Sell
15,915
-494
-3% -$12.3K ﹤0.01% 2078
2023
Q3 		$354K Sell
16,409
-3,193
-16% -$70.5K ﹤0.01% 2125
2023
Q2 		$481K Sell
19,602
-5,613
-22% -$139K ﹤0.01% 1970
2023
Q1 		$683K Sell
25,215
-5,011
-17% -$125K ﹤0.01% 1778
2022
Q4 		$751K Buy
30,226
+14,109
+88% +$338K ﹤0.01% 1702
2022
Q3 		$343K Sell
16,117
-9,890
-38% -$225K ﹤0.01% 2017
2022
Q2 		$565K Buy
26,007
+3,657
+16% +$72.9K ﹤0.01% 1837
2022
Q1 		$444K Sell
22,350
-547
-2% -$12.4K ﹤0.01% 2069
2021
Q4 		$603K Buy
22,897
+10
+0% +$265 ﹤0.01% 1914
2021
Q3 		$655K Sell
22,887
-2,351
-9% -$68.7K ﹤0.01% 1853
2021
Q2 		$704K Buy
25,238
+15,746
+166% +$396K ﹤0.01% 1845
2021
Q1 		$212K Buy
9,492
+113
+1% +$2.69K ﹤0.01% 2472
2020
Q4 		$205K Sell
9,379
-818
-8% -$16.4K ﹤0.01% 2373
2020
Q3 		$205K Buy
10,197
+199
+2% +$4.23K ﹤0.01% 2250
2020
Q2 		$222K Buy
9,998
+206
+2% +$4.77K ﹤0.01% 2124
2020
Q1 		$235K Sell
9,792
-738
-7% -$18.5K ﹤0.01% 2020
2019
Q4 		$286K Buy
+10,530
New +$290K ﹤0.01% 2181
2018
Q4 		– Sell
-6,615
Closed -$205K – 770
2018
Q3 		$205K Buy
+6,615
New +$198K ﹤0.01% 749
2018
Q1 		– Sell
-8,910
Closed -$206K – 771
2017
Q4 		$206K Sell
8,910
-625
-7% -$14.7K ﹤0.01% 754
2017
Q3 		$223K Sell
9,535
-1,350
-12% -$32.1K ﹤0.01% 736
2017
Q2 		$286K Sell
10,885
-1,420
-12% -$39K 0.01% 678
2017
Q1 		$298K Sell
12,305
-620
-5% -$14.4K 0.01% 691
2016
Q4 		$324K Buy
12,925
+190
+1% +$4.89K 0.01% 679
2016
Q3 		$351K Buy
12,735
+2,365
+23% +$61.1K 0.01% 655
2016
Q2 		$275K Buy
+10,370
New +$244K 0.01% 710

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Truist Financial's HSTM Position: Q3 2024 in Review

Truist Financial sold out of HealthStream (HSTM) in Q3 2024, closing a stake of 15,915 shares — an estimated $444K sold.

Truist Financial first reported a position in HSTM in Q2 2016 and held it in 27 quarters. The position peaked at $751K in Q4 2022. 206 funds tracked by Wall St. Rank hold HSTM as of Q3 2024.

  • Truist Financial reported no remaining HealthStream position as of Q3 2024 after selling out during the quarter.
  • Truist Financial sold 15,915 HealthStream shares in Q3 2024, an estimated $444K.
  • Truist Financial first reported a position in HealthStream in Q2 2016 and held it in 27 quarters.
  • Truist Financial's HealthStream position peaked at $751K in Q4 2022.
  • 206 funds tracked by Wall St. Rank held HealthStream as of Q3 2024.

Based on Truist Financial's 13F filing for Q3 2024, filed 13 Nov 2024.