OIA
STRM

OneDigital Investment Advisors’s Streamline Health Solutions STRM Stock Holding History

OneDigital Investment 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
Q4 		– Sell
-667
Closed -$2.3K – 1511
2024
Q3 		$2.3K Hold
667
– – ﹤0.01% 1432
2024
Q2 		$4.61K Buy
+667
New +$3.96K ﹤0.01% 1365

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 $4.74B AUM 18.12% 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 $6.73T AUM 46.02% 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 $133M AUM 127.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OneDigital Investment Advisors's STRM Position: Q4 2024 in Review

OneDigital Investment Advisors sold out of Streamline Health Solutions (STRM) in Q4 2024, closing a stake of 667 shares — an estimated $2.3K sold.

OneDigital Investment Advisors first reported a position in STRM in Q2 2024 and held it in 2 quarters. The position peaked at $4.61K in Q2 2024. 17 funds tracked by Wall St. Rank hold STRM as of Q4 2024.

  • OneDigital Investment Advisors reported no remaining Streamline Health Solutions position as of Q4 2024 after selling out during the quarter.
  • OneDigital Investment Advisors sold 667 Streamline Health Solutions shares in Q4 2024, an estimated $2.3K.
  • OneDigital Investment Advisors first reported a position in Streamline Health Solutions in Q2 2024 and held it in 2 quarters.
  • OneDigital Investment Advisors's Streamline Health Solutions position peaked at $4.61K in Q2 2024.
  • 17 funds tracked by Wall St. Rank held Streamline Health Solutions as of Q4 2024.

Based on OneDigital Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.