Capstone Investment Advisors
BTRS

Capstone Investment Advisors’s BTRS Holdings Inc. Class 1 Common Stock BTRS Stock Holding History

Capstone Investment 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
Q2 		– Sell
-19,173
Closed -$277K – 2002
2021
Q1 		$277K Buy
+19,173
New +$321K ﹤0.01% 1373

Other funds holding BTRS

BCVI
Bain Capital Venture Investors Boston, Massachusetts $175M AUM 21.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
SIG
Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return

Capstone Investment Advisors's BTRS Position: Q2 2021 in Review

Capstone Investment Advisors sold out of BTRS Holdings Inc. Class 1 Common Stock (BTRS) in Q2 2021, closing a stake of 19,173 shares — an estimated $277K sold.

Capstone Investment Advisors first reported a position in BTRS in Q1 2021 and held it in 1 quarter. The position peaked at $277K in Q1 2021. 104 funds tracked by Wall St. Rank hold BTRS as of Q2 2021.

  • Capstone Investment Advisors reported no remaining BTRS Holdings Inc. Class 1 Common Stock position as of Q2 2021 after selling out during the quarter.
  • Capstone Investment Advisors sold 19,173 BTRS Holdings Inc. Class 1 Common Stock shares in Q2 2021, an estimated $277K.
  • Capstone Investment Advisors first reported a position in BTRS Holdings Inc. Class 1 Common Stock in Q1 2021 and held it in 1 quarter.
  • Capstone Investment Advisors's BTRS Holdings Inc. Class 1 Common Stock position peaked at $277K in Q1 2021.
  • 104 funds tracked by Wall St. Rank held BTRS Holdings Inc. Class 1 Common Stock as of Q2 2021.

Based on Capstone Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.