Bank of Montreal
BTRS

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

Bank of Montreal’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
Q3 		– Sell
-384,720
Closed -$2.06K – 4560
2022
Q2 		$2.06K Buy
+384,720
New +$2.21M ﹤0.01% 1880
2021
Q3 		– Sell
-694,216
Closed -$9.03M – 4013
2021
Q2 		$9.03M Buy
+694,216
New +$10M ﹤0.01% 1323

Other funds holding BTRS

BCVI
Bain Capital Venture Investors Boston, Massachusetts $175M AUM 21.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
KC
Kryger Capital London, United Kingdom $1.41B AUM 86.31% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
BC
Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Bank of Montreal's BTRS Position: Q3 2022 in Review

Bank of Montreal sold out of BTRS Holdings Inc. Class 1 Common Stock (BTRS) in Q3 2022, closing a stake of 384,720 shares — an estimated $2.06K sold.

Bank of Montreal first reported a position in BTRS in Q2 2021 and held it in 2 quarters. The position peaked at $9.03M in Q2 2021. 157 funds tracked by Wall St. Rank hold BTRS as of Q3 2022.

  • Bank of Montreal reported no remaining BTRS Holdings Inc. Class 1 Common Stock position as of Q3 2022 after selling out during the quarter.
  • Bank of Montreal sold 384,720 BTRS Holdings Inc. Class 1 Common Stock shares in Q3 2022, an estimated $2.06K.
  • Bank of Montreal first reported a position in BTRS Holdings Inc. Class 1 Common Stock in Q2 2021 and held it in 2 quarters.
  • Bank of Montreal's BTRS Holdings Inc. Class 1 Common Stock position peaked at $9.03M in Q2 2021.
  • 157 funds tracked by Wall St. Rank held BTRS Holdings Inc. Class 1 Common Stock as of Q3 2022.

Based on Bank of Montreal's 13F filing for Q3 2022, filed 10 Nov 2022.