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

Capital Advisors Ltd’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	-85	Closed	-$1K	–	1780
2022 Q3	$1K	Buy	+85	New	+$551	﹤0.01%	1193

Capital Advisors Ltd's BTRS Position: Q4 2022 in Review

Capital Advisors Ltd sold out of BTRS Holdings Inc. Class 1 Common Stock (BTRS) in Q4 2022, closing a stake of 85 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in BTRS in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 0 funds tracked by Wall St. Rank hold BTRS as of Q4 2022.

Capital Advisors Ltd reported no remaining BTRS Holdings Inc. Class 1 Common Stock position as of Q4 2022 after selling out during the quarter.
Capital Advisors Ltd sold 85 BTRS Holdings Inc. Class 1 Common Stock shares in Q4 2022, an estimated $1K.
Capital Advisors Ltd first reported a position in BTRS Holdings Inc. Class 1 Common Stock in Q3 2022 and held it in 1 quarter.
Capital Advisors Ltd's BTRS Holdings Inc. Class 1 Common Stock position peaked at $1K in Q3 2022.
0 funds tracked by Wall St. Rank held BTRS Holdings Inc. Class 1 Common Stock as of Q4 2022.

Based on Capital Advisors Ltd's 13F filing for Q4 2022, filed 7 Feb 2023.