Cetera Investment Advisers
STRM

Cetera Investment Advisers’s Streamline Health Solutions STRM Stock Holding History

Cetera Investment Advisers’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
Q3 		– Sell
-1,500
Closed -$28.6K – 2290
2023
Q2 		$28.6K Hold
1,500
– – ﹤0.01% 2144
2023
Q1 		$40.5K Sell
1,500
-1,167
-44% -$33.1K ﹤0.01% 2100
2022
Q4 		$63.2K Buy
+2,667
New +$64.9K ﹤0.01% 2028

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
Vanguard Group
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
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Cetera Investment Advisers's STRM Position: Q3 2023 in Review

Cetera Investment Advisers sold out of Streamline Health Solutions (STRM) in Q3 2023, closing a stake of 1,500 shares — an estimated $28.6K sold.

Cetera Investment Advisers first reported a position in STRM in Q4 2022 and held it in 3 quarters. The position peaked at $63.2K in Q4 2022. 45 funds tracked by Wall St. Rank hold STRM as of Q3 2023.

  • Cetera Investment Advisers reported no remaining Streamline Health Solutions position as of Q3 2023 after selling out during the quarter.
  • Cetera Investment Advisers sold 1,500 Streamline Health Solutions shares in Q3 2023, an estimated $28.6K.
  • Cetera Investment Advisers first reported a position in Streamline Health Solutions in Q4 2022 and held it in 3 quarters.
  • Cetera Investment Advisers's Streamline Health Solutions position peaked at $63.2K in Q4 2022.
  • 45 funds tracked by Wall St. Rank held Streamline Health Solutions as of Q3 2023.

Based on Cetera Investment Advisers's 13F filing for Q3 2023, filed 14 Nov 2023.