Capital Research Global Investors
BTRS

Capital Research Global Investors’s BTRS Holdings Inc. Class 1 Common Stock BTRS Stock Holding History

Capital Research Global Investors’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
Q4 		– Sell
-2,480,000
Closed -$26.4M – 470
2021
Q3 		$26.4M Hold
2,480,000
– – 0.01% 403
2021
Q2 		$31.3M Sell
2,480,000
-3,000,000
-55% -$43.3M 0.01% 395
2021
Q1 		$79.3M Buy
+5,480,000
New +$91.6M 0.02% 334

Other funds holding BTRS

BCVI
Bain Capital Venture Investors Boston, Massachusetts $175M AUM 21.91% 1-Year Est. Return
RCM
Riverwood Capital Management Menlo Park, California $43.2M AUM 24% 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
WCM
W Capital Management New York $104M AUM 22.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Capital Research Global Investors's BTRS Position: Q4 2021 in Review

Capital Research Global Investors sold out of BTRS Holdings Inc. Class 1 Common Stock (BTRS) in Q4 2021, closing a stake of 2,480,000 shares — an estimated $26.4M sold.

Capital Research Global Investors first reported a position in BTRS in Q1 2021 and held it in 3 quarters. The position peaked at $79.3M in Q1 2021. 131 funds tracked by Wall St. Rank hold BTRS as of Q4 2021.

  • Capital Research Global Investors reported no remaining BTRS Holdings Inc. Class 1 Common Stock position as of Q4 2021 after selling out during the quarter.
  • Capital Research Global Investors sold 2,480,000 BTRS Holdings Inc. Class 1 Common Stock shares in Q4 2021, an estimated $26.4M.
  • Capital Research Global Investors first reported a position in BTRS Holdings Inc. Class 1 Common Stock in Q1 2021 and held it in 3 quarters.
  • Capital Research Global Investors's BTRS Holdings Inc. Class 1 Common Stock position peaked at $79.3M in Q1 2021.
  • 131 funds tracked by Wall St. Rank held BTRS Holdings Inc. Class 1 Common Stock as of Q4 2021.

Based on Capital Research Global Investors's 13F filing for Q4 2021, filed 14 Feb 2022.