LWM
EPAY

Liberty Wealth Management’s Bottomline Technologies Inc EPAY Stock Holding History

Liberty Wealth Management’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
Q4 		– Sell
-334
Closed -$15K – 1211
2021
Q3 		$15K Buy
334
+167
+100% +$6.73K 0.01% 727
2021
Q2 		$6K Buy
167
+10
+6% +$412 ﹤0.01% 775
2021
Q1 		$7K Hold
157
– – ﹤0.01% 670
2020
Q4 		$7K Buy
+157
New +$7.13K ﹤0.01% 664

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
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

Liberty Wealth Management's EPAY Position: Q4 2021 in Review

Liberty Wealth Management sold out of Bottomline Technologies Inc (EPAY) in Q4 2021, closing a stake of 334 shares — an estimated $15K sold.

Liberty Wealth Management first reported a position in EPAY in Q4 2020 and held it in 4 quarters. The position peaked at $15K in Q3 2021. 242 funds tracked by Wall St. Rank hold EPAY as of Q4 2021.

  • Liberty Wealth Management reported no remaining Bottomline Technologies Inc position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 334 Bottomline Technologies Inc shares in Q4 2021, an estimated $15K.
  • Liberty Wealth Management first reported a position in Bottomline Technologies Inc in Q4 2020 and held it in 4 quarters.
  • Liberty Wealth Management's Bottomline Technologies Inc position peaked at $15K in Q3 2021.
  • 242 funds tracked by Wall St. Rank held Bottomline Technologies Inc as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.