Wells Fargo
STRM

Wells Fargo’s Streamline Health Solutions STRM Stock Holding History

Wells Fargo’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
Q2 		– Sell
-25
Closed -$177 – 7437
2024
Q1 		$177 Hold
25
– – ﹤0.01% 6521
2023
Q4 		$160 Buy
25
+2
+9% +$13 ﹤0.01% 6659
2023
Q3 		$338 Sell
23
-3
-12% -$52 ﹤0.01% 6446
2023
Q2 		$488 Buy
26
+2
+8% +$48 ﹤0.01% 6495
2023
Q1 		$650 Buy
24
+4
+20% +$114 ﹤0.01% 6489
2022
Q4 		$477 Hold
20
– – ﹤0.01% 6402
2022
Q3 		$0 Buy
20
+2
+11% +$45 ﹤0.01% 7326
2022
Q2 		$0 Buy
18
+2
+13% +$40 ﹤0.01% 7452
2022
Q1 		$0 Hold
16
– – ﹤0.01% 7770
2021
Q4 		$0 Buy
16
+2
+14% +$48 ﹤0.01% 7778
2021
Q3 		$0 Sell
14
-1
-7% -$25 ﹤0.01% 7486
2021
Q2 		$0 Buy
15
+1
+7% +$30 ﹤0.01% 7413
2021
Q1 		$0 Buy
14
+3
+27% +$86 ﹤0.01% 7349
2020
Q4 		$0 Buy
11
+1
+10% +$23 ﹤0.01% 6996
2020
Q3 		$0 Buy
10
+6
+150% +$126 ﹤0.01% 6873
2020
Q2 		$0 Hold
4
– – ﹤0.01% 6793
2020
Q1 		$0 Buy
+4
New +$69 ﹤0.01% 6766
2017
Q1 		– Sell
-62
Closed -$1K – 6485
2016
Q4 		$1K Buy
+62
New +$1.55K ﹤0.01% 6178
2015
Q1 		– Sell
-95
Closed -$6K – 6344
2014
Q4 		$6K Sell
95
-3,705
-98% -$219K ﹤0.01% 5810
2014
Q3 		$264K Buy
3,800
+3,405
+862% +$239K ﹤0.01% 4226
2014
Q2 		$28K Hold
395
– – ﹤0.01% 5215
2014
Q1 		$30K Sell
395
-129
-25% -$12K ﹤0.01% 5093
2013
Q4 		$55K Buy
524
+444
+555% +$48.8K ﹤0.01% 4716
2013
Q3 		$9K Hold
80
– – ﹤0.01% 5148
2013
Q2 		$8K Buy
+80
New +$7.83K ﹤0.01% 5122

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
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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Wells Fargo's STRM Position: Q2 2024 in Review

Wells Fargo sold out of Streamline Health Solutions (STRM) in Q2 2024, closing a stake of 25 shares — an estimated $177 sold.

Wells Fargo first reported a position in STRM in Q2 2013 and held it in 25 quarters. The position peaked at $264K in Q3 2014. 30 funds tracked by Wall St. Rank hold STRM as of Q2 2024.

  • Wells Fargo reported no remaining Streamline Health Solutions position as of Q2 2024 after selling out during the quarter.
  • Wells Fargo sold 25 Streamline Health Solutions shares in Q2 2024, an estimated $177.
  • Wells Fargo first reported a position in Streamline Health Solutions in Q2 2013 and held it in 25 quarters.
  • Wells Fargo's Streamline Health Solutions position peaked at $264K in Q3 2014.
  • 30 funds tracked by Wall St. Rank held Streamline Health Solutions as of Q2 2024.

Based on Wells Fargo's 13F filing for Q2 2024, filed 13 Aug 2024.