CAM
EPAY

Cresset Asset Management’s Bottomline Technologies Inc EPAY Stock Holding History

Cresset Asset Management’s Portfolio EPAY Stock Details EPAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-14,023
Closed -$793K – 1192
2021
Q4 		$793K Buy
14,023
+2,650
+23% +$124K 0.01% 529
2021
Q3 		$446K Buy
11,373
+3,945
+53% +$159K 0.01% 675
2021
Q2 		$275K Buy
+7,428
New +$306K ﹤0.01% 816
2019
Q2 		– Sell
-18
Closed -$1K – 1912
2019
Q1 		$1K Sell
18
-69
-79% -$3.33K ﹤0.01% 1927
2018
Q4 		$4K Buy
+87
New +$5.03K ﹤0.01% 1136

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PCM
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State Street
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Millennium Management
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ACB
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CCM
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WIC
Water Island Capital New York $750M AUM 107.59% 1-Year Est. Return