Berman Capital Advisors’s BTRS Holdings Inc. Class 1 Common Stock BTRS Stock Holding History

Berman Capital 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
2021 Q3	$2K	Buy	+247	New	+$2.85K	﹤0.01%	1768

Other funds holding BTRS

BCVI

Bain Capital Venture Investors Boston, Massachusetts $175M AUM 21.91% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

WHP

Washington Harbour Partners Arlington, Virginia $33.8M AUM 73.62% 1-Year Est. Return

SIG

Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berman Capital Advisors's BTRS Position: Q3 2021 in Review

Berman Capital Advisors opened a new position in BTRS Holdings Inc. Class 1 Common Stock (BTRS) in Q3 2021: 247 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1768 among its holdings.

106 funds tracked by Wall St. Rank hold BTRS as of Q3 2021.

Berman Capital Advisors held 247 shares of BTRS Holdings Inc. Class 1 Common Stock worth $2K as of Q3 2021.
BTRS Holdings Inc. Class 1 Common Stock was a new Berman Capital Advisors position in Q3 2021.
BTRS Holdings Inc. Class 1 Common Stock made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1768 holding.
106 funds tracked by Wall St. Rank held BTRS Holdings Inc. Class 1 Common Stock as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.