LPL Financial
BTRS

LPL Financial’s BTRS Holdings Inc. Class 1 Common Stock BTRS Stock Holding History

LPL Financial’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
Q2 		– Sell
-10,288
Closed -$77K – 4570
2022
Q1 		$77K Buy
+10,288
New +$66.6K ﹤0.01% 4016

Other funds holding BTRS

BCVI
Bain Capital Venture Investors Boston, Massachusetts $175M AUM 21.91% 1-Year Est. Return
RCM
Riverwood Capital Management Menlo Park, California $43.2M AUM 24% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCM
W Capital Management New York $104M AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
BC
Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return
SIG
Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return

LPL Financial's BTRS Position: Q2 2022 in Review

LPL Financial sold out of BTRS Holdings Inc. Class 1 Common Stock (BTRS) in Q2 2022, closing a stake of 10,288 shares — an estimated $77K sold.

LPL Financial first reported a position in BTRS in Q1 2022 and held it in 1 quarter. The position peaked at $77K in Q1 2022. 119 funds tracked by Wall St. Rank hold BTRS as of Q2 2022.

  • LPL Financial reported no remaining BTRS Holdings Inc. Class 1 Common Stock position as of Q2 2022 after selling out during the quarter.
  • LPL Financial sold 10,288 BTRS Holdings Inc. Class 1 Common Stock shares in Q2 2022, an estimated $77K.
  • LPL Financial first reported a position in BTRS Holdings Inc. Class 1 Common Stock in Q1 2022 and held it in 1 quarter.
  • LPL Financial's BTRS Holdings Inc. Class 1 Common Stock position peaked at $77K in Q1 2022.
  • 119 funds tracked by Wall St. Rank held BTRS Holdings Inc. Class 1 Common Stock as of Q2 2022.

Based on LPL Financial's 13F filing for Q2 2022, filed 12 Aug 2022.