AWM
STRM

Austin Wealth Management’s Streamline Health Solutions STRM Stock Holding History

Austin Wealth Management’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
Q3 		– Sell
-5,895
Closed -$43.7K – 122
2024
Q2 		$43.7K Hold
5,895
– – 0.01% 116
2024
Q1 		$29.2K Sell
5,895
-56,473
-91% -$390K 0.01% 114
2023
Q4 		$496K Buy
62,368
+31,216
+100% +$199K 0.13% 77
2023
Q3 		$132K Buy
+31,152
New +$541K 0.04% 97

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
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Austin Wealth Management's STRM Position: Q3 2024 in Review

Austin Wealth Management sold out of Streamline Health Solutions (STRM) in Q3 2024, closing a stake of 5,895 shares — an estimated $43.7K sold.

Austin Wealth Management first reported a position in STRM in Q3 2023 and held it in 4 quarters. The position peaked at $496K in Q4 2023. 26 funds tracked by Wall St. Rank hold STRM as of Q3 2024.

  • Austin Wealth Management reported no remaining Streamline Health Solutions position as of Q3 2024 after selling out during the quarter.
  • Austin Wealth Management sold 5,895 Streamline Health Solutions shares in Q3 2024, an estimated $43.7K.
  • Austin Wealth Management first reported a position in Streamline Health Solutions in Q3 2023 and held it in 4 quarters.
  • Austin Wealth Management's Streamline Health Solutions position peaked at $496K in Q4 2023.
  • 26 funds tracked by Wall St. Rank held Streamline Health Solutions as of Q3 2024.

Based on Austin Wealth Management's 13F filing for Q3 2024, filed 28 Oct 2024.