BCWM
EPAY

Bartlett & Co Wealth Management’s Bottomline Technologies Inc EPAY Stock Holding History

Bartlett & Co Wealth Management’s Portfolio EPAY Stock Details EPAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-31
Closed -$1.64K – 1217
2020
Q4 		$1.64K Buy
+31
New +$1.41K ﹤0.01% 951

Other funds holding EPAY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
MC
MIG Capital Newport Beach, California $589M AUM 25.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bartlett & Co Wealth Management's EPAY Position: Q1 2021 in Review

Bartlett & Co Wealth Management sold out of Bottomline Technologies Inc (EPAY) in Q1 2021, closing a stake of 31 shares — an estimated $1.64K sold.

Bartlett & Co Wealth Management first reported a position in EPAY in Q4 2020 and held it in 1 quarter. The position peaked at $1.64K in Q4 2020. 206 funds tracked by Wall St. Rank hold EPAY as of Q1 2021.

  • Bartlett & Co Wealth Management reported no remaining Bottomline Technologies Inc position as of Q1 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 31 Bottomline Technologies Inc shares in Q1 2021, an estimated $1.64K.
  • Bartlett & Co Wealth Management first reported a position in Bottomline Technologies Inc in Q4 2020 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Bottomline Technologies Inc position peaked at $1.64K in Q4 2020.
  • 206 funds tracked by Wall St. Rank held Bottomline Technologies Inc as of Q1 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2021, filed 14 Feb 2024.