Creative Planning’s Streamline Health Solutions STRM Stock Holding History

Creative Planning’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	-1,667	Closed	-$24.2K	–	3072
2023 Q3	$24.2K	Buy	+1,667	New	+$28.9K	﹤0.01%	2576
2022 Q4	–	Sell	-22,597	Closed	-$403K	–	2608
2022 Q3	$403K	Hold	22,597	–	–	﹤0.01%	1466
2022 Q2	$430K	Hold	22,597	–	–	﹤0.01%	1398
2022 Q1	$542K	Hold	22,597	–	–	﹤0.01%	1281
2021 Q4	$498K	Buy	+22,597	New	+$542K	﹤0.01%	1305
2016 Q1	–	Sell	-13	Closed	–	–	4515
2015 Q4	$0	Hold	13	–	–	﹤0.01%	4570
2015 Q3	$0	Buy	+13	New	+$524	﹤0.01%	4353
2015 Q2	–	Sell	-13	Closed	-$1K	–	2776
2015 Q1	$1K	Hold	13	–	–	﹤0.01%	4068
2014 Q4	$1K	Hold	13	–	–	﹤0.01%	4006
2014 Q3	$1K	Hold	13	–	–	﹤0.01%	3864
2014 Q2	$1K	Hold	13	–	–	﹤0.01%	3663
2014 Q1	$1K	Hold	13	–	–	﹤0.01%	3522
2013 Q4	$1K	Buy	+13	New	+$1.43K	﹤0.01%	3231

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

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

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 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

Creative Planning's STRM Position: Q4 2023 in Review

Creative Planning sold out of Streamline Health Solutions (STRM) in Q4 2023, closing a stake of 1,667 shares — an estimated $24.2K sold.

Creative Planning first reported a position in STRM in Q4 2013 and held it in 13 quarters. The position peaked at $542K in Q1 2022. 40 funds tracked by Wall St. Rank hold STRM as of Q4 2023.

Creative Planning reported no remaining Streamline Health Solutions position as of Q4 2023 after selling out during the quarter.
Creative Planning sold 1,667 Streamline Health Solutions shares in Q4 2023, an estimated $24.2K.
Creative Planning first reported a position in Streamline Health Solutions in Q4 2013 and held it in 13 quarters.
Creative Planning's Streamline Health Solutions position peaked at $542K in Q1 2022.
40 funds tracked by Wall St. Rank held Streamline Health Solutions as of Q4 2023.

Based on Creative Planning's 13F filing for Q4 2023, filed 14 Feb 2024.