McKinley Carter Wealth Services’s Streamline Health Solutions STRM Stock Holding History

McKinley Carter Wealth Services’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	-4,000	Closed	-$25.5K	–	310
2023 Q4	$25.5K	Hold	4,000	–	–	﹤0.01%	302
2023 Q3	$58K	Hold	4,000	–	–	﹤0.01%	291
2023 Q2	$76.2K	Hold	4,000	–	–	0.01%	295
2023 Q1	$108K	Hold	4,000	–	–	0.01%	292
2022 Q4	$94.8K	Hold	4,000	–	–	0.01%	287
2022 Q3	$71K	Hold	4,000	–	–	0.01%	280
2022 Q2	$76K	Hold	4,000	–	–	0.01%	288
2022 Q1	$96K	Hold	4,000	–	–	0.01%	289
2021 Q4	$89K	Hold	4,000	–	–	0.01%	287
2021 Q3	$105K	Hold	4,000	–	–	0.01%	283
2021 Q2	$106K	Sell	4,000 -2,000	-33%	-$59.5K	0.01%	283
2021 Q1	$185K	Hold	6,000	–	–	0.02%	280
2020 Q4	$140K	Buy	+6,000	New	+$139K	0.02%	260

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

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

McKinley Carter Wealth Services's STRM Position: Q1 2024 in Review

McKinley Carter Wealth Services sold out of Streamline Health Solutions (STRM) in Q1 2024, closing a stake of 4,000 shares — an estimated $25.5K sold.

McKinley Carter Wealth Services first reported a position in STRM in Q4 2020 and held it in 13 quarters. The position peaked at $185K in Q1 2021. 29 funds tracked by Wall St. Rank hold STRM as of Q1 2024.

McKinley Carter Wealth Services reported no remaining Streamline Health Solutions position as of Q1 2024 after selling out during the quarter.
McKinley Carter Wealth Services sold 4,000 Streamline Health Solutions shares in Q1 2024, an estimated $25.5K.
McKinley Carter Wealth Services first reported a position in Streamline Health Solutions in Q4 2020 and held it in 13 quarters.
McKinley Carter Wealth Services's Streamline Health Solutions position peaked at $185K in Q1 2021.
29 funds tracked by Wall St. Rank held Streamline Health Solutions as of Q1 2024.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2024, filed 26 Apr 2024.