Covestor’s BTRS Holdings Inc. Class 1 Common Stock BTRS Stock Holding History

Covestor’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	-29	Closed	–	–	2815
2022 Q3	$0	Sell	29 -6	-17%	-$39	﹤0.01%	2832
2022 Q2	$0	Sell	35 -9	-20%	-$52	﹤0.01%	2526
2022 Q1	$0	Buy	44 +7	+19%	+$45	﹤0.01%	2549
2021 Q4	$0	Buy	+37	New	+$321	﹤0.01%	2363

Covestor's BTRS Position: Q4 2022 in Review

Covestor sold out of BTRS Holdings Inc. Class 1 Common Stock (BTRS) in Q4 2022, closing a stake of 29 shares.

Covestor first reported a position in BTRS in Q4 2021 and held it in 4 quarters. The position peaked at $0 in Q3 2022. 0 funds tracked by Wall St. Rank hold BTRS as of Q4 2022.

Covestor reported no remaining BTRS Holdings Inc. Class 1 Common Stock position as of Q4 2022 after selling out during the quarter.
Covestor sold 29 BTRS Holdings Inc. Class 1 Common Stock shares in Q4 2022.
Covestor first reported a position in BTRS Holdings Inc. Class 1 Common Stock in Q4 2021 and held it in 4 quarters.
Covestor's BTRS Holdings Inc. Class 1 Common Stock position peaked at $0 in Q3 2022.
0 funds tracked by Wall St. Rank held BTRS Holdings Inc. Class 1 Common Stock as of Q4 2022.

Based on Covestor's 13F filing for Q4 2022, filed 14 Feb 2023.