CAPTRUST Financial Advisors
STRM

CAPTRUST Financial Advisors’s Streamline Health Solutions STRM Stock Holding History

CAPTRUST Financial Advisors’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
2021
Q1 		– Sell
-100
Closed -$2K – 4463
2020
Q4 		$2K Buy
+100
New +$2.32K ﹤0.01% 3154

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
RAM
Roumell Asset Management Chevy Chase, Maryland $53.3M AUM 8.91% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Vanguard Group
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ECM
Endurant Capital Management San Mateo, California $17.4M AUM 7.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

CAPTRUST Financial Advisors's STRM Position: Q1 2021 in Review

CAPTRUST Financial Advisors sold out of Streamline Health Solutions (STRM) in Q1 2021, closing a stake of 100 shares — an estimated $2K sold.

CAPTRUST Financial Advisors first reported a position in STRM in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 35 funds tracked by Wall St. Rank hold STRM as of Q1 2021.

  • CAPTRUST Financial Advisors reported no remaining Streamline Health Solutions position as of Q1 2021 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 100 Streamline Health Solutions shares in Q1 2021, an estimated $2K.
  • CAPTRUST Financial Advisors first reported a position in Streamline Health Solutions in Q4 2020 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's Streamline Health Solutions position peaked at $2K in Q4 2020.
  • 35 funds tracked by Wall St. Rank held Streamline Health Solutions as of Q1 2021.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2021, filed 17 May 2021.