DI
STRM

DFPG Investments’s Streamline Health Solutions STRM Stock Holding History

DFPG Investments’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 		$6.06K Sell
833
-30
-3% -$191 ﹤0.01% 620
2023
Q3 		$4.28K Sell
863
-1,034
-55% -$18K ﹤0.01% 575
2023
Q2 		$36.7K Buy
1,897
+79
+4% +$1.9K ﹤0.01% 571
2023
Q1 		$49.1K Buy
1,818
+1,081
+147% +$30.7K 0.01% 509
2022
Q4 		$18.6K Buy
+737
New +$17.9K ﹤0.01% 432

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
Vanguard Group
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
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

DFPG Investments's STRM Position: Q4 2023 in Review

DFPG Investments reduced its Streamline Health Solutions (STRM) stake by 3.5% in Q4 2023, selling an estimated $191 and leaving 833 shares worth $6.06K. The position accounts for ﹤0.01% of the portfolio, ranked #620.

DFPG Investments first reported a position in STRM in Q4 2022 and has held it in 5 quarters since. The position peaked at $49.1K in Q1 2023. 40 funds tracked by Wall St. Rank hold STRM as of Q4 2023.

  • DFPG Investments held 833 shares of Streamline Health Solutions worth $6.06K as of Q4 2023.
  • DFPG Investments sold 30 Streamline Health Solutions shares in Q4 2023, an estimated $191.
  • Streamline Health Solutions made up ﹤0.01% of DFPG Investments's portfolio in Q4 2023, its #620 holding.
  • DFPG Investments first reported a position in Streamline Health Solutions in Q4 2022 and has held it in 5 quarters since.
  • DFPG Investments's Streamline Health Solutions position peaked at $49.1K in Q1 2023.
  • 40 funds tracked by Wall St. Rank held Streamline Health Solutions as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.