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

BerganKDV 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 Q2	$31.8K	Buy	+1,667	New	+$40.1K	﹤0.01%	434

Other funds holding STRM

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

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

PCM

Perkins Capital Management Wayzata, Minnesota $107M AUM 82.62% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BerganKDV Wealth Management's STRM Position: Q2 2023 in Review

BerganKDV Wealth Management opened a new position in Streamline Health Solutions (STRM) in Q2 2023: 1,667 shares worth $31.8K. The stake represents ﹤0.01% of the portfolio and ranks #434 among its holdings.

40 funds tracked by Wall St. Rank hold STRM as of Q2 2023.

BerganKDV Wealth Management held 1,667 shares of Streamline Health Solutions worth $31.8K as of Q2 2023.
Streamline Health Solutions was a new BerganKDV Wealth Management position in Q2 2023.
Streamline Health Solutions made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #434 holding.
40 funds tracked by Wall St. Rank held Streamline Health Solutions as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.