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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-2,350,283
Closed -$21.8M 2409
2022
Q3
$21.8M Buy
2,350,283
+1,572
+0.1% +$10.2K 0.01% 749
2022
Q2
$11.7M Sell
2,348,711
-288,170
-11% -$1.66M 0.01% 915
2022
Q1
$19.7M Buy
2,636,881
+18,086
+0.7% +$117K 0.01% 861
2021
Q4
$20.5M Sell
2,618,795
-5,006,924
-66% -$43.4M 0.01% 887
2021
Q3
$81.1M Buy
7,625,719
+269,634
+4% +$3.11M 0.03% 524
2021
Q2
$92.8M Buy
7,356,085
+394,175
+6% +$5.7M 0.04% 487
2021
Q1
$101M Buy
+6,961,910
New +$116M 0.04% 436

Franklin Resources's BTRS Position: Q4 2022 in Review

Franklin Resources sold out of BTRS Holdings Inc. Class 1 Common Stock (BTRS) in Q4 2022, closing a stake of 2,350,283 shares — an estimated $21.8M sold.

Franklin Resources first reported a position in BTRS in Q1 2021 and held it in 7 quarters. The position peaked at $101M in Q1 2021. 0 funds tracked by Wall St. Rank hold BTRS as of Q4 2022.

  • Franklin Resources reported no remaining BTRS Holdings Inc. Class 1 Common Stock position as of Q4 2022 after selling out during the quarter.
  • Franklin Resources sold 2,350,283 BTRS Holdings Inc. Class 1 Common Stock shares in Q4 2022, an estimated $21.8M.
  • Franklin Resources first reported a position in BTRS Holdings Inc. Class 1 Common Stock in Q1 2021 and held it in 7 quarters.
  • Franklin Resources's BTRS Holdings Inc. Class 1 Common Stock position peaked at $101M in Q1 2021.
  • 0 funds tracked by Wall St. Rank held BTRS Holdings Inc. Class 1 Common Stock as of Q4 2022.

Based on Franklin Resources's 13F filing for Q4 2022, filed 10 Feb 2023.