BTWM
STRM

Baker Tilly Wealth Management’s Streamline Health Solutions STRM Stock Holding History

Baker Tilly 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
2023
Q4 		– Sell
-2,074
Closed -$30.1K – 486
2023
Q3 		$30.1K Hold
2,074
– – 0.01% 454
2023
Q2 		$39.5K Sell
2,074
-299
-13% -$7.2K ﹤0.01% 542
2023
Q1 		$64.1K Buy
2,373
+1,372
+137% +$38.9K 0.01% 541
2022
Q4 		$23.7K Buy
+1,001
New +$24.4K ﹤0.01% 536

Other funds holding STRM

TA
Tamarack Advisers Carlsbad, California $2.12M AUM 58.09% 1-Year Est. Return
HFA
Harbert Fund Advisors Birmingham, Alabama $3.03M AUM 40.55% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $107M AUM 82.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $440M AUM 17.66% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $718M AUM 91.16% 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

Baker Tilly Wealth Management's STRM Position: Q4 2023 in Review

Baker Tilly Wealth Management sold out of Streamline Health Solutions (STRM) in Q4 2023, closing a stake of 2,074 shares — an estimated $30.1K sold.

Baker Tilly Wealth Management first reported a position in STRM in Q4 2022 and held it in 4 quarters. The position peaked at $64.1K in Q1 2023. 40 funds tracked by Wall St. Rank hold STRM as of Q4 2023.

  • Baker Tilly Wealth Management reported no remaining Streamline Health Solutions position as of Q4 2023 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 2,074 Streamline Health Solutions shares in Q4 2023, an estimated $30.1K.
  • Baker Tilly Wealth Management first reported a position in Streamline Health Solutions in Q4 2022 and held it in 4 quarters.
  • Baker Tilly Wealth Management's Streamline Health Solutions position peaked at $64.1K in Q1 2023.
  • 40 funds tracked by Wall St. Rank held Streamline Health Solutions as of Q4 2023.

Based on Baker Tilly Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.