Bellevue Asset Management’s BTRS Holdings Inc. Class 1 Common Stock BTRS Stock Holding History

Bellevue Asset Management’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	-193	Closed	-$2K	–	500
2022 Q3	$2K	Buy	+193	New	+$1.25K	﹤0.01%	453
2022 Q2	–	Sell	-193	Closed	-$1K	–	543
2022 Q1	$1K	Sell	193 -42	-18%	-$272	﹤0.01%	535
2021 Q4	$2K	Sell	235 -19	-7%	-$165	﹤0.01%	531
2021 Q3	$3K	Hold	254	–	–	﹤0.01%	494
2021 Q2	$3K	Buy	254 +79	+45%	+$1.14K	﹤0.01%	492
2021 Q1	$3K	Buy	+175	New	+$2.93K	﹤0.01%	547

Bellevue Asset Management's BTRS Position: Q4 2022 in Review

Bellevue Asset Management sold out of BTRS Holdings Inc. Class 1 Common Stock (BTRS) in Q4 2022, closing a stake of 193 shares — an estimated $2K sold.

Bellevue Asset Management first reported a position in BTRS in Q1 2021 and held it in 6 quarters. The position peaked at $3K in Q3 2021. 0 funds tracked by Wall St. Rank hold BTRS as of Q4 2022.

Bellevue Asset Management reported no remaining BTRS Holdings Inc. Class 1 Common Stock position as of Q4 2022 after selling out during the quarter.
Bellevue Asset Management sold 193 BTRS Holdings Inc. Class 1 Common Stock shares in Q4 2022, an estimated $2K.
Bellevue Asset Management first reported a position in BTRS Holdings Inc. Class 1 Common Stock in Q1 2021 and held it in 6 quarters.
Bellevue Asset Management's BTRS Holdings Inc. Class 1 Common Stock position peaked at $3K in Q3 2021.
0 funds tracked by Wall St. Rank held BTRS Holdings Inc. Class 1 Common Stock as of Q4 2022.

Based on Bellevue Asset Management's 13F filing for Q4 2022, filed 23 Jan 2023.