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Wipfli Financial Advisors’s HealthStream HSTM Stock Holding History

Wipfli 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
2022
Q3 		$1K Buy
+42
New +$955 ﹤0.01% 2428

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
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wipfli Financial Advisors's HSTM Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in HealthStream (HSTM) in Q3 2022: 42 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2428 among its holdings.

158 funds tracked by Wall St. Rank hold HSTM as of Q3 2022.

  • Wipfli Financial Advisors held 42 shares of HealthStream worth $1K as of Q3 2022.
  • HealthStream was a new Wipfli Financial Advisors position in Q3 2022.
  • HealthStream made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2428 holding.
  • 158 funds tracked by Wall St. Rank held HealthStream as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.