Cm Wealth Advisors »

HealthStream shares owned by Cm Wealth Advisors

Quarter-by-quarter ownership of HealthStream (HSTM) shares owned by Cm Wealth Advisors from 13F filings

Historical chart of Cm Wealth Advisors investment in HealthStream

Tip: Access up to 7 years of quarterly data

All positions including HealthStream held by Cm Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in HealthStream by Cm Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-03-31 $477k 19k 25.26

More positions owned by Cm Wealth Advisors

Ishares Tr S&p 100 Etf (OEF)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Lincoln Electric Holdings (LECO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Specialized Funds Div App Etf (VIG)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Rus 1000 Etf (IWB)
Microsoft Corporation (MSFT)
Ishares Tr Rus 2000 Val Etf (IWN)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Cm Wealth Advisors

Top funds holding HealthStream

BlackRock
Vanguard Group
Dimensional Fund Advisors
State Street Corporation
Copeland Capital Management
Geode Capital Management
Acadian Asset Management
Renaissance Technologies
Punch & Associates Investment Management
Jpmorgan Chase & Co
First Eagle Investment Management
Northern Trust
Robeco Institutional Asset Management B V
Stephens Investment Management Group
Qube Research & Technologies

View all funds holding HealthStream