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Wealthspire Advisors (Maryland)’s HealthStream HSTM Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-53
Closed -$1K – 1143
2019
Q1 		$1K Buy
53
+16
+43% +$420 ﹤0.01% 2341
2018
Q4 		$1K Sell
37
-38
-51% -$985 ﹤0.01% 2276
2018
Q3 		$2K Buy
75
+29
+63% +$867 ﹤0.01% 2156
2018
Q2 		$1K Buy
46
+21
+84% +$557 ﹤0.01% 2313
2018
Q1 		$1K Hold
25
– – ﹤0.01% 2341
2017
Q4 		$1K Buy
25
+21
+525% +$494 ﹤0.01% 2287
2017
Q3 		$0 Buy
+4
New +$95 ﹤0.01% 2338

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s HSTM Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of HealthStream (HSTM) in Q2 2019, closing a stake of 53 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in HSTM in Q3 2017 and held it in 7 quarters. The position peaked at $2K in Q3 2018. 147 funds tracked by Wall St. Rank hold HSTM as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining HealthStream position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 53 HealthStream shares in Q2 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in HealthStream in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s HealthStream position peaked at $2K in Q3 2018.
  • 147 funds tracked by Wall St. Rank held HealthStream as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.