Havens Advisors’s BTRS Holdings Inc. Class 1 Common Stock BTRS Stock Holding History

Havens Advisors’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	-119,000	Closed	-$1.1M	–	37
2022 Q3	$1.1M	Buy	+119,000	New	+$771K	1.65%	22

Havens Advisors's BTRS Position: Q4 2022 in Review

Havens Advisors sold out of BTRS Holdings Inc. Class 1 Common Stock (BTRS) in Q4 2022, closing a stake of 119,000 shares — an estimated $1.1M sold.

Havens Advisors first reported a position in BTRS in Q3 2022 and held it in 1 quarter. The position peaked at $1.1M in Q3 2022. 0 funds tracked by Wall St. Rank hold BTRS as of Q4 2022.

Havens Advisors reported no remaining BTRS Holdings Inc. Class 1 Common Stock position as of Q4 2022 after selling out during the quarter.
Havens Advisors sold 119,000 BTRS Holdings Inc. Class 1 Common Stock shares in Q4 2022, an estimated $1.1M.
Havens Advisors first reported a position in BTRS Holdings Inc. Class 1 Common Stock in Q3 2022 and held it in 1 quarter.
Havens Advisors's BTRS Holdings Inc. Class 1 Common Stock position peaked at $1.1M in Q3 2022.
0 funds tracked by Wall St. Rank held BTRS Holdings Inc. Class 1 Common Stock as of Q4 2022.

Based on Havens Advisors's 13F filing for Q4 2022, filed 25 Jan 2023.