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

FourThought Financial’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 Q3	$60K	Hold	6,477	–	–	0.01%	547
2022 Q2	$32K	Buy	6,477 +647	+11%	+$3.72K	﹤0.01%	752
2022 Q1	$44K	Buy	5,830 +1,146	+24%	+$7.42K	0.01%	705
2021 Q4	$37K	Sell	4,684 -434	-8%	-$3.76K	﹤0.01%	767
2021 Q3	$54K	Buy	5,118 +180	+4%	+$2.08K	0.01%	673
2021 Q2	$62K	Buy	4,938 +1,726	+54%	+$24.9K	0.01%	638
2021 Q1	$46K	Buy	+3,212	New	+$53.7K	0.01%	710

Other funds holding BTRS

BCVI

Bain Capital Venture Investors Boston, Massachusetts $175M AUM 21.91% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Kryger Capital London, United Kingdom $1.41B AUM 86.31% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

FourThought Financial's BTRS Position: Q3 2022 in Review

FourThought Financial held its BTRS Holdings Inc. Class 1 Common Stock (BTRS) position steady in Q3 2022 at 6,477 shares worth $60K. The position accounts for 0.01% of the portfolio, ranked #547.

FourThought Financial first reported a position in BTRS in Q1 2021 and has held it in 7 quarters since. The position peaked at $62K in Q2 2021. 157 funds tracked by Wall St. Rank hold BTRS as of Q3 2022.

FourThought Financial held 6,477 shares of BTRS Holdings Inc. Class 1 Common Stock worth $60K as of Q3 2022.
FourThought Financial left its BTRS Holdings Inc. Class 1 Common Stock share count unchanged in Q3 2022.
BTRS Holdings Inc. Class 1 Common Stock made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #547 holding.
FourThought Financial first reported a position in BTRS Holdings Inc. Class 1 Common Stock in Q1 2021 and has held it in 7 quarters since.
FourThought Financial's BTRS Holdings Inc. Class 1 Common Stock position peaked at $62K in Q2 2021.
157 funds tracked by Wall St. Rank held BTRS Holdings Inc. Class 1 Common Stock as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.