Bank of America’s BTRS Holdings Inc. Class 1 Common Stock BTRS Stock Holding History

Bank of America’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 Q4	–	Sell	-120,478	Closed	-$1.11M	–	8630
2022 Q3	$1.11M	Buy	120,478 +95,503	+382%	+$619K	﹤0.01%	4807
2022 Q2	$125K	Sell	24,975 -416,118	-94%	-$2.39M	﹤0.01%	6366
2022 Q1	$3.3M	Buy	441,093 +227,390	+106%	+$1.47M	﹤0.01%	4064
2021 Q4	$1.67M	Buy	213,703 +63,753	+43%	+$552K	﹤0.01%	4741
2021 Q3	$1.59M	Buy	149,950 +66,175	+79%	+$764K	﹤0.01%	4650
2021 Q2	$1.06M	Buy	+83,775	New	+$1.21M	﹤0.01%	4856

Bank of America's BTRS Position: Q4 2022 in Review

Bank of America sold out of BTRS Holdings Inc. Class 1 Common Stock (BTRS) in Q4 2022, closing a stake of 120,478 shares — an estimated $1.11M sold.

Bank of America first reported a position in BTRS in Q2 2021 and held it in 6 quarters. The position peaked at $3.3M in Q1 2022. 0 funds tracked by Wall St. Rank hold BTRS as of Q4 2022.

Bank of America reported no remaining BTRS Holdings Inc. Class 1 Common Stock position as of Q4 2022 after selling out during the quarter.
Bank of America sold 120,478 BTRS Holdings Inc. Class 1 Common Stock shares in Q4 2022, an estimated $1.11M.
Bank of America first reported a position in BTRS Holdings Inc. Class 1 Common Stock in Q2 2021 and held it in 6 quarters.
Bank of America's BTRS Holdings Inc. Class 1 Common Stock position peaked at $3.3M in Q1 2022.
0 funds tracked by Wall St. Rank held BTRS Holdings Inc. Class 1 Common Stock as of Q4 2022.

Based on Bank of America's 13F filing for Q4 2022, filed 10 Feb 2023.