LPL Financial
STRM

LPL Financial’s Streamline Health Solutions STRM Stock Holding History

LPL Financial’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
Q4 		– Sell
-787
Closed -$2.71K – 5426
2024
Q3 		$2.71K Hold
787
– – ﹤0.01% 5153
2024
Q2 		$5.44K Buy
+787
New +$4.67K ﹤0.01% 4993

Other funds holding STRM

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
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
Cerity Partners
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
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $107M AUM 82.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial's STRM Position: Q4 2024 in Review

LPL Financial sold out of Streamline Health Solutions (STRM) in Q4 2024, closing a stake of 787 shares — an estimated $2.71K sold.

LPL Financial first reported a position in STRM in Q2 2024 and held it in 2 quarters. The position peaked at $5.44K in Q2 2024. 17 funds tracked by Wall St. Rank hold STRM as of Q4 2024.

  • LPL Financial reported no remaining Streamline Health Solutions position as of Q4 2024 after selling out during the quarter.
  • LPL Financial sold 787 Streamline Health Solutions shares in Q4 2024, an estimated $2.71K.
  • LPL Financial first reported a position in Streamline Health Solutions in Q2 2024 and held it in 2 quarters.
  • LPL Financial's Streamline Health Solutions position peaked at $5.44K in Q2 2024.
  • 17 funds tracked by Wall St. Rank held Streamline Health Solutions as of Q4 2024.

Based on LPL Financial's 13F filing for Q4 2024, filed 11 Feb 2025.