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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-12,900	Closed	-$119K	–	4116
2022 Q3	$119K	Buy	12,900 +1,651	+15%	+$10.7K	﹤0.01%	3707
2022 Q2	$56K	Sell	11,249 -42,398	-79%	-$244K	﹤0.01%	3811
2022 Q1	$401K	Buy	53,647 +14,133	+36%	+$91.5K	﹤0.01%	3255
2021 Q4	$309K	Buy	39,514 +4,772	+14%	+$41.3K	﹤0.01%	3398
2021 Q3	$370K	Buy	34,742 +10,638	+44%	+$123K	﹤0.01%	3165
2021 Q2	$304K	Buy	+24,104	New	+$348K	﹤0.01%	3274

Envestnet Asset Management's BTRS Position: Q4 2022 in Review

Envestnet Asset Management sold out of BTRS Holdings Inc. Class 1 Common Stock (BTRS) in Q4 2022, closing a stake of 12,900 shares — an estimated $119K sold.

Envestnet Asset Management first reported a position in BTRS in Q2 2021 and held it in 6 quarters. The position peaked at $401K in Q1 2022. 0 funds tracked by Wall St. Rank hold BTRS as of Q4 2022.

Envestnet Asset Management reported no remaining BTRS Holdings Inc. Class 1 Common Stock position as of Q4 2022 after selling out during the quarter.
Envestnet Asset Management sold 12,900 BTRS Holdings Inc. Class 1 Common Stock shares in Q4 2022, an estimated $119K.
Envestnet Asset Management first reported a position in BTRS Holdings Inc. Class 1 Common Stock in Q2 2021 and held it in 6 quarters.
Envestnet Asset Management's BTRS Holdings Inc. Class 1 Common Stock position peaked at $401K in Q1 2022.
0 funds tracked by Wall St. Rank held BTRS Holdings Inc. Class 1 Common Stock as of Q4 2022.

Based on Envestnet Asset Management's 13F filing for Q4 2022, filed 7 Feb 2023.