AIA
STRM

Alera Investment Advisors’s Streamline Health Solutions STRM Stock Holding History

Alera Investment Advisors’s Portfolio STRM Stock Details STRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-6,667
Closed -$42.5K – 178
2023
Q4 		$42.5K Hold
6,667
– – 0.01% 166
2023
Q3 		$96.8K Hold
6,667
– – 0.02% 155
2023
Q2 		$127K Hold
6,667
– – 0.03% 164
2023
Q1 		$180K Sell
6,667
-250
-4% -$7.09K 0.04% 161
2022
Q4 		$164K Hold
6,917
– – 0.04% 166
2022
Q3 		$123K Hold
6,917
– – 0.03% 162
2022
Q2 		$132K Hold
6,917
– – 0.04% 174
2022
Q1 		$166K Hold
6,917
– – 0.04% 178
2021
Q4 		$155K Hold
6,917
– – 0.04% 99
2021
Q3 		$182K Hold
6,917
– – 0.05% 93
2021
Q2 		$184K Hold
6,917
– – 0.06% 93
2021
Q1 		$213K Hold
6,917
– – 0.07% 84
2020
Q4 		$162K Hold
6,917
– – 0.06% 85
2020
Q3 		$162K Hold
6,917
– – 0.06% 83
2020
Q2 		$138K Hold
6,917
– – 0.07% 75
2020
Q1 		$88K Hold
6,917
– – 0.05% 66
2019
Q4 		$144K Hold
6,917
– – 0.07% 62
2019
Q3 		$113K Buy
+6,917
New +$143K 0.06% 75
2019
Q2 		– Sell
-6,917
Closed -$109K – 872
2019
Q1 		$109K Buy
6,917
+6,600
+2,082% +$110K 0.05% 99
2018
Q4 		$4K Buy
+317
New +$4.29K ﹤0.01% 654

Other funds holding STRM

HFA
Harbert Fund Advisors Birmingham, Alabama $3.03M AUM 40.55% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.33B AUM 18.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Alera Investment Advisors's STRM Position: Q1 2024 in Review

Alera Investment Advisors sold out of Streamline Health Solutions (STRM) in Q1 2024, closing a stake of 6,667 shares — an estimated $42.5K sold.

Alera Investment Advisors first reported a position in STRM in Q4 2018 and held it in 20 quarters. The position peaked at $213K in Q1 2021. 29 funds tracked by Wall St. Rank hold STRM as of Q1 2024.

  • Alera Investment Advisors reported no remaining Streamline Health Solutions position as of Q1 2024 after selling out during the quarter.
  • Alera Investment Advisors sold 6,667 Streamline Health Solutions shares in Q1 2024, an estimated $42.5K.
  • Alera Investment Advisors first reported a position in Streamline Health Solutions in Q4 2018 and held it in 20 quarters.
  • Alera Investment Advisors's Streamline Health Solutions position peaked at $213K in Q1 2021.
  • 29 funds tracked by Wall St. Rank held Streamline Health Solutions as of Q1 2024.

Based on Alera Investment Advisors's 13F filing for Q1 2024, filed 10 May 2024.