Raymond James Financial Services Advisors’s Streamline Health Solutions STRM Stock Holding History

Raymond James Financial Services 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
2021 Q4	–	Sell	-18,430	Closed	-$484K	–	3435
2021 Q3	$484K	Hold	18,430	–	–	﹤0.01%	2381
2021 Q2	$489K	Sell	18,430 -4,167	-18%	-$124K	﹤0.01%	2387
2021 Q1	$695K	Buy	22,597 +4,167	+23%	+$119K	﹤0.01%	2079
2020 Q4	$431K	Hold	18,430	–	–	﹤0.01%	2235
2020 Q3	$431K	Hold	18,430	–	–	﹤0.01%	2062
2020 Q2	$368K	Buy	+18,430	New	+$273K	﹤0.01%	2118
2020 Q1	–	Sell	-3,093	Closed	-$64K	–	2812
2019 Q4	$64K	Hold	3,093	–	–	﹤0.01%	2746
2019 Q3	$50K	Hold	3,093	–	–	﹤0.01%	2699
2019 Q2	$70K	Hold	3,093	–	–	﹤0.01%	2719
2019 Q1	$49K	Sell	3,093 -2	-0.1%	-$33	﹤0.01%	2707
2018 Q4	$38K	Hold	3,095	–	–	﹤0.01%	2486
2018 Q3	$55K	Hold	3,095	–	–	﹤0.01%	2713
2018 Q2	$65K	Hold	3,095	–	–	﹤0.01%	2653
2018 Q1	$85K	Hold	3,095	–	–	﹤0.01%	2401
2017 Q4	$78K	Hold	3,095	–	–	﹤0.01%	2402
2017 Q3	$68K	Hold	3,095	–	–	﹤0.01%	2432
2017 Q2	$50K	Hold	3,095	–	–	﹤0.01%	2410
2017 Q1	$47K	Hold	3,095	–	–	﹤0.01%	2320
2016 Q4	$58K	Hold	3,095	–	–	﹤0.01%	2227
2016 Q3	$85K	Hold	3,095	–	–	﹤0.01%	2169
2016 Q2	$56K	Hold	3,095	–	–	﹤0.01%	2168
2016 Q1	$65K	Buy	+3,095	New	+$69.8K	﹤0.01%	1943

Other funds holding STRM

Tamarack Advisers Carlsbad, California $2.12M AUM 58.09% 1-Year Est. Return

HFA

Harbert Fund Advisors Birmingham, Alabama $3.03M AUM 40.55% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 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

RAM

Roumell Asset Management Chevy Chase, Maryland $53.3M AUM 8.91% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial Services Advisors's STRM Position: Q4 2021 in Review

Raymond James Financial Services Advisors sold out of Streamline Health Solutions (STRM) in Q4 2021, closing a stake of 18,430 shares — an estimated $484K sold.

Raymond James Financial Services Advisors first reported a position in STRM in Q1 2016 and held it in 22 quarters. The position peaked at $695K in Q1 2021. 30 funds tracked by Wall St. Rank hold STRM as of Q4 2021.

Raymond James Financial Services Advisors reported no remaining Streamline Health Solutions position as of Q4 2021 after selling out during the quarter.
Raymond James Financial Services Advisors sold 18,430 Streamline Health Solutions shares in Q4 2021, an estimated $484K.
Raymond James Financial Services Advisors first reported a position in Streamline Health Solutions in Q1 2016 and held it in 22 quarters.
Raymond James Financial Services Advisors's Streamline Health Solutions position peaked at $695K in Q1 2021.
30 funds tracked by Wall St. Rank held Streamline Health Solutions as of Q4 2021.

Based on Raymond James Financial Services Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.