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Valeo Financial Advisors’s HealthStream HSTM Stock Holding History

Valeo Financial 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
2018
Q2 		– Sell
-36
Closed -$1K – 1680
2018
Q1 		$1K Hold
36
– – ﹤0.01% 1434
2017
Q4 		$1K Hold
36
– – ﹤0.01% 1284
2017
Q3 		$1K Buy
+36
New +$856 ﹤0.01% 1096

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
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Valeo Financial Advisors's HSTM Position: Q2 2018 in Review

Valeo Financial Advisors sold out of HealthStream (HSTM) in Q2 2018, closing a stake of 36 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in HSTM in Q3 2017 and held it in 3 quarters. The position peaked at $1K in Q1 2018. 149 funds tracked by Wall St. Rank hold HSTM as of Q2 2018.

  • Valeo Financial Advisors reported no remaining HealthStream position as of Q2 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 36 HealthStream shares in Q2 2018, an estimated $1K.
  • Valeo Financial Advisors first reported a position in HealthStream in Q3 2017 and held it in 3 quarters.
  • Valeo Financial Advisors's HealthStream position peaked at $1K in Q1 2018.
  • 149 funds tracked by Wall St. Rank held HealthStream as of Q2 2018.

Based on Valeo Financial Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.