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Wilbanks Smith & Thomas Asset Management’s HealthStream HSTM Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
Q4 		– Sell
-144
Closed -$4K – 775
2018
Q3 		$4K Buy
+144
New +$4.31K ﹤0.01% 1263

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
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's HSTM Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of HealthStream (HSTM) in Q4 2018, closing a stake of 144 shares — an estimated $4K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in HSTM in Q3 2018 and held it in 1 quarter. The position peaked at $4K in Q3 2018. 154 funds tracked by Wall St. Rank hold HSTM as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining HealthStream position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 144 HealthStream shares in Q4 2018, an estimated $4K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in HealthStream in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's HealthStream position peaked at $4K in Q3 2018.
  • 154 funds tracked by Wall St. Rank held HealthStream as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.