FW
STRM

FirstPurpose Wealth’s Streamline Health Solutions STRM Stock Holding History

FirstPurpose Wealth’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
2024
Q1 		– Sell
-810
Closed -$5.16K – 225
2023
Q4 		$5.16K Sell
810
-133
-14% -$847 ﹤0.01% 212
2023
Q3 		$13.7K Hold
943
– – 0.01% 196
2023
Q2 		$18K Buy
943
+41
+5% +$987 0.01% 196
2023
Q1 		$24.4K Buy
+902
New +$25.6K 0.01% 188

Other funds holding STRM

HFA
Harbert Fund Advisors Birmingham, Alabama $3.03M AUM 40.55% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 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 $737M AUM 158.15% 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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FirstPurpose Wealth's STRM Position: Q1 2024 in Review

FirstPurpose Wealth sold out of Streamline Health Solutions (STRM) in Q1 2024, closing a stake of 810 shares — an estimated $5.16K sold.

FirstPurpose Wealth first reported a position in STRM in Q1 2023 and held it in 4 quarters. The position peaked at $24.4K in Q1 2023. 29 funds tracked by Wall St. Rank hold STRM as of Q1 2024.

  • FirstPurpose Wealth reported no remaining Streamline Health Solutions position as of Q1 2024 after selling out during the quarter.
  • FirstPurpose Wealth sold 810 Streamline Health Solutions shares in Q1 2024, an estimated $5.16K.
  • FirstPurpose Wealth first reported a position in Streamline Health Solutions in Q1 2023 and held it in 4 quarters.
  • FirstPurpose Wealth's Streamline Health Solutions position peaked at $24.4K in Q1 2023.
  • 29 funds tracked by Wall St. Rank held Streamline Health Solutions as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.