Glassman Wealth Services’s Bottomline Technologies Inc EPAY Stock Holding History

Glassman Wealth Services’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 Q2	–	Sell	-19	Closed	-$1K	–	2130
2022 Q1	$1K	Hold	19	–	–	﹤0.01%	1604
2021 Q4	$1K	Hold	19	–	–	﹤0.01%	1595
2021 Q3	$1K	Buy	+19	New	+$766	﹤0.01%	1540

Other funds holding EPAY

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Glassman Wealth Services's EPAY Position: Q2 2022 in Review

Glassman Wealth Services sold out of Bottomline Technologies Inc (EPAY) in Q2 2022, closing a stake of 19 shares — an estimated $1K sold.

Glassman Wealth Services first reported a position in EPAY in Q3 2021 and held it in 3 quarters. The position peaked at $1K in Q1 2022. 1 fund tracked by Wall St. Rank holds EPAY as of Q2 2022.

Glassman Wealth Services reported no remaining Bottomline Technologies Inc position as of Q2 2022 after selling out during the quarter.
Glassman Wealth Services sold 19 Bottomline Technologies Inc shares in Q2 2022, an estimated $1K.
Glassman Wealth Services first reported a position in Bottomline Technologies Inc in Q3 2021 and held it in 3 quarters.
Glassman Wealth Services's Bottomline Technologies Inc position peaked at $1K in Q1 2022.
1 fund tracked by Wall St. Rank held Bottomline Technologies Inc as of Q2 2022.

Based on Glassman Wealth Services's 13F filing for Q2 2022, filed 4 Aug 2022.