Bartlett & Co Wealth Management’s Streamline Health Solutions STRM Stock Holding History

Bartlett & Co 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 Q1	–	Sell	-667	Closed	-$4.47K	–	1206
2023 Q4	$4.47K	Hold	667	–	–	﹤0.01%	1089
2023 Q3	$9.68K	Hold	667	–	–	﹤0.01%	931
2023 Q2	$12.7K	Hold	667	–	–	﹤0.01%	894
2023 Q1	$18K	Hold	667	–	–	﹤0.01%	728
2022 Q4	$15.8K	Hold	667	–	–	﹤0.01%	765
2022 Q3	$11.9K	Hold	667	–	–	﹤0.01%	796
2022 Q2	$12.7K	Hold	667	–	–	﹤0.01%	824
2022 Q1	$16K	Buy	+667	New	+$14.3K	﹤0.01%	758
2021 Q4	–	Sell	-667	Closed	-$17.5K	–	826
2021 Q3	$17.5K	Hold	667	–	–	﹤0.01%	650
2021 Q2	$17.7K	Hold	667	–	–	﹤0.01%	638
2021 Q1	$20.5K	Hold	667	–	–	﹤0.01%	663
2020 Q4	$15.6K	Hold	667	–	–	﹤0.01%	691
2020 Q3	$15.6K	Sell	667 -13	-2%	-$272	﹤0.01%	642
2020 Q2	$13.6K	Hold	680	–	–	﹤0.01%	652
2020 Q1	$8.67K	Hold	680	–	–	﹤0.01%	674
2019 Q4	$14.2K	Hold	680	–	–	﹤0.01%	694
2019 Q3	$11.2K	Hold	680	–	–	﹤0.01%	722
2019 Q2	$15.4K	Hold	680	–	–	﹤0.01%	556
2019 Q1	$10.7K	Hold	680	–	–	﹤0.01%	574
2018 Q4	$7.83K	Hold	680	–	–	﹤0.01%	598
2018 Q3	$12K	Hold	680	–	–	﹤0.01%	589
2018 Q2	$15K	Buy	680 +667	+5,131%	+$15.2K	﹤0.01%	560
2018 Q1	$368	Buy	+13	New	+$337	﹤0.01%	727

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 $107M AUM 82.62% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Bartlett & Co Wealth Management's STRM Position: Q1 2024 in Review

Bartlett & Co Wealth Management sold out of Streamline Health Solutions (STRM) in Q1 2024, closing a stake of 667 shares — an estimated $4.47K sold.

Bartlett & Co Wealth Management first reported a position in STRM in Q1 2018 and held it in 23 quarters. The position peaked at $20.5K in Q1 2021. 29 funds tracked by Wall St. Rank hold STRM as of Q1 2024.

Bartlett & Co Wealth Management reported no remaining Streamline Health Solutions position as of Q1 2024 after selling out during the quarter.
Bartlett & Co Wealth Management sold 667 Streamline Health Solutions shares in Q1 2024, an estimated $4.47K.
Bartlett & Co Wealth Management first reported a position in Streamline Health Solutions in Q1 2018 and held it in 23 quarters.
Bartlett & Co Wealth Management's Streamline Health Solutions position peaked at $20.5K in Q1 2021.
29 funds tracked by Wall St. Rank held Streamline Health Solutions as of Q1 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.