ACA
STRM

American Capital Advisory’s Streamline Health Solutions STRM Stock Holding History

American Capital Advisory’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
2025
Q1 		– Sell
-100
Closed -$376 – 843
2024
Q4 		$376 Hold
100
– – ﹤0.01% 445
2024
Q3 		$346 Buy
+100
New +$657 ﹤0.01% 436

Other funds holding STRM

HFA
Harbert Fund Advisors Birmingham, Alabama $3.03M AUM 40.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $107M AUM 82.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

American Capital Advisory's STRM Position: Q1 2025 in Review

American Capital Advisory sold out of Streamline Health Solutions (STRM) in Q1 2025, closing a stake of 100 shares — an estimated $376 sold.

American Capital Advisory first reported a position in STRM in Q3 2024 and held it in 2 quarters. The position peaked at $376 in Q4 2024. 16 funds tracked by Wall St. Rank hold STRM as of Q1 2025.

  • American Capital Advisory reported no remaining Streamline Health Solutions position as of Q1 2025 after selling out during the quarter.
  • American Capital Advisory sold 100 Streamline Health Solutions shares in Q1 2025, an estimated $376.
  • American Capital Advisory first reported a position in Streamline Health Solutions in Q3 2024 and held it in 2 quarters.
  • American Capital Advisory's Streamline Health Solutions position peaked at $376 in Q4 2024.
  • 16 funds tracked by Wall St. Rank held Streamline Health Solutions as of Q1 2025.

Based on American Capital Advisory's 13F filing for Q1 2025, filed 28 Apr 2025.