AWA
BTRS

Aaron Wealth Advisors’s BTRS Holdings Inc. Class 1 Common Stock BTRS Stock Holding History

Aaron Wealth Advisors’s Portfolio BTRS Stock Details BTRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-3,463
Closed -$463K – 915
2022
Q1 		$463K Buy
+3,463
New +$22.4K 0.01% 534

Other funds holding BTRS

BCVI
Bain Capital Venture Investors Boston, Massachusetts $175M AUM 21.91% 1-Year Est. Return
RCM
Riverwood Capital Management Menlo Park, California $43.2M AUM 24% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCM
W Capital Management New York $104M AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
BC
Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return
SIG
Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return

Aaron Wealth Advisors's BTRS Position: Q2 2022 in Review

Aaron Wealth Advisors sold out of BTRS Holdings Inc. Class 1 Common Stock (BTRS) in Q2 2022, closing a stake of 3,463 shares — an estimated $463K sold.

Aaron Wealth Advisors first reported a position in BTRS in Q1 2022 and held it in 1 quarter. The position peaked at $463K in Q1 2022. 119 funds tracked by Wall St. Rank hold BTRS as of Q2 2022.

  • Aaron Wealth Advisors reported no remaining BTRS Holdings Inc. Class 1 Common Stock position as of Q2 2022 after selling out during the quarter.
  • Aaron Wealth Advisors sold 3,463 BTRS Holdings Inc. Class 1 Common Stock shares in Q2 2022, an estimated $463K.
  • Aaron Wealth Advisors first reported a position in BTRS Holdings Inc. Class 1 Common Stock in Q1 2022 and held it in 1 quarter.
  • Aaron Wealth Advisors's BTRS Holdings Inc. Class 1 Common Stock position peaked at $463K in Q1 2022.
  • 119 funds tracked by Wall St. Rank held BTRS Holdings Inc. Class 1 Common Stock as of Q2 2022.

Based on Aaron Wealth Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.