Envestnet Asset Management
BTRS

Envestnet Asset Management’s BTRS Holdings Inc. Class 1 Common Stock BTRS Stock Holding History

Envestnet Asset Management’s Portfolio BTRS Stock Details BTRS Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
2022
Q3 		$119K Buy
2022
Q2 		$56K Sell
2022
Q1 		$401K Buy
2021
Q4 		$309K Buy
2021
Q3 		$370K Buy
2021
Q2 		$304K Buy