RDWM
STRM

Red Door Wealth Management’s Streamline Health Solutions STRM Stock Holding History

Red Door Wealth Management’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
Q3 		– Sell
-15
Closed – – 538
2021
Q2 		$0 Buy
+15
New +$446 ﹤0.01% 651

Other funds holding STRM

TA
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
PCM
Perkins Capital Management Wayzata, Minnesota $107M AUM 82.62% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RAM
Roumell Asset Management Chevy Chase, Maryland $53.3M AUM 8.91% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $718M AUM 91.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Red Door Wealth Management's STRM Position: Q3 2021 in Review

Red Door Wealth Management sold out of Streamline Health Solutions (STRM) in Q3 2021, closing a stake of 15 shares.

Red Door Wealth Management first reported a position in STRM in Q2 2021 and held it in 1 quarter. The position peaked at $0 in Q2 2021. 34 funds tracked by Wall St. Rank hold STRM as of Q3 2021.

  • Red Door Wealth Management reported no remaining Streamline Health Solutions position as of Q3 2021 after selling out during the quarter.
  • Red Door Wealth Management sold 15 Streamline Health Solutions shares in Q3 2021.
  • Red Door Wealth Management first reported a position in Streamline Health Solutions in Q2 2021 and held it in 1 quarter.
  • Red Door Wealth Management's Streamline Health Solutions position peaked at $0 in Q2 2021.
  • 34 funds tracked by Wall St. Rank held Streamline Health Solutions as of Q3 2021.

Based on Red Door Wealth Management's 13F filing for Q3 2021, filed 14 Oct 2021.