HWMA
EPAY

Heritage Wealth Management (Arizona)’s Bottomline Technologies Inc EPAY Stock Holding History

Heritage Wealth Management (Arizona)’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
2021
Q3 		$104K Buy
2,646
+427
+19% +$17.2K 0.04% 332
2021
Q2 		$82K Buy
2,219
+1,207
+119% +$49.7K 0.03% 372
2021
Q1 		$46K Buy
+1,012
New +$48.7K 0.03% 390

Other funds holding EPAY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s EPAY Position: Q3 2021 in Review

Heritage Wealth Management (Arizona) increased its Bottomline Technologies Inc (EPAY) stake by 19% in Q3 2021, buying an estimated $17.2K and bringing the position to 2,646 shares worth $104K. The position accounts for 0.04% of the portfolio, ranked #332.

Heritage Wealth Management (Arizona) first reported a position in EPAY in Q1 2021 and has held it in 3 quarters since. 203 funds tracked by Wall St. Rank hold EPAY as of Q3 2021.

  • Heritage Wealth Management (Arizona) held 2,646 shares of Bottomline Technologies Inc worth $104K as of Q3 2021.
  • Heritage Wealth Management (Arizona) bought 427 Bottomline Technologies Inc shares in Q3 2021, an estimated $17.2K.
  • Bottomline Technologies Inc made up 0.04% of Heritage Wealth Management (Arizona)'s portfolio in Q3 2021, its #332 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Bottomline Technologies Inc in Q1 2021 and has held it in 3 quarters since.
  • 203 funds tracked by Wall St. Rank held Bottomline Technologies Inc as of Q3 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2021, filed 10 Nov 2021.