HighTower Advisors’s Streamline Health Solutions STRM Stock Holding History

HighTower 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
2024 Q3	–	Sell	-8,333	Closed	-$58K	–	3968
2024 Q2	$58K	Hold	8,333	–	–	﹤0.01%	3286
2024 Q1	$60K	Hold	8,333	–	–	﹤0.01%	3233
2023 Q4	$53K	Hold	8,333	–	–	﹤0.01%	3295
2023 Q3	$121K	Buy	8,333 +1,333	+19%	+$23.1K	﹤0.01%	3059
2023 Q2	$133K	Hold	7,000	–	–	﹤0.01%	3005
2023 Q1	$189K	Hold	7,000	–	–	﹤0.01%	2780
2022 Q4	$166K	Buy	7,000 +663	+10%	+$16.1K	﹤0.01%	2828
2022 Q3	$113K	Hold	6,337	–	–	﹤0.01%	2745
2022 Q2	$121K	Hold	6,337	–	–	﹤0.01%	2753
2022 Q1	$152K	Buy	6,337 +2,004	+46%	+$42.9K	﹤0.01%	2904
2021 Q4	$96K	Hold	4,333	–	–	﹤0.01%	2935
2021 Q3	$114K	Hold	4,333	–	–	﹤0.01%	2833
2021 Q2	$115K	Buy	4,333 +666	+18%	+$19.8K	﹤0.01%	2784
2021 Q1	$113K	Hold	3,667	–	–	﹤0.01%	2738
2020 Q4	$86K	Hold	3,667	–	–	﹤0.01%	2366
2020 Q3	$86K	Hold	3,667	–	–	﹤0.01%	2251
2020 Q2	$73K	Sell	3,667 -66	-2%	-$979	﹤0.01%	2169
2020 Q1	$48K	Buy	3,733 +1,066	+40%	+$18.3K	﹤0.01%	2016
2019 Q4	$56K	Buy	+2,667	New	+$49.1K	﹤0.01%	2118

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 $107M AUM 82.62% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HighTower Advisors's STRM Position: Q3 2024 in Review

HighTower Advisors sold out of Streamline Health Solutions (STRM) in Q3 2024, closing a stake of 8,333 shares — an estimated $58K sold.

HighTower Advisors first reported a position in STRM in Q4 2019 and held it in 19 quarters. The position peaked at $189K in Q1 2023. 26 funds tracked by Wall St. Rank hold STRM as of Q3 2024.

HighTower Advisors reported no remaining Streamline Health Solutions position as of Q3 2024 after selling out during the quarter.
HighTower Advisors sold 8,333 Streamline Health Solutions shares in Q3 2024, an estimated $58K.
HighTower Advisors first reported a position in Streamline Health Solutions in Q4 2019 and held it in 19 quarters.
HighTower Advisors's Streamline Health Solutions position peaked at $189K in Q1 2023.
26 funds tracked by Wall St. Rank held Streamline Health Solutions as of Q3 2024.

Based on HighTower Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.