MFGM
EPAY

Marshall Financial Group (Maryland)’s Bottomline Technologies Inc EPAY Stock Holding History

Marshall Financial Group (Maryland)’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
-6,350
Closed -$360K – 219
2022
Q1 		$360K Hold
6,350
– – 0.15% 156
2021
Q4 		$359K Buy
+6,350
New +$297K 0.13% 165

Other funds holding EPAY

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

Marshall Financial Group (Maryland)'s EPAY Position: Q2 2022 in Review

Marshall Financial Group (Maryland) sold out of Bottomline Technologies Inc (EPAY) in Q2 2022, closing a stake of 6,350 shares — an estimated $360K sold.

Marshall Financial Group (Maryland) first reported a position in EPAY in Q4 2021 and held it in 2 quarters. The position peaked at $360K in Q1 2022. 1 fund tracked by Wall St. Rank holds EPAY as of Q2 2022.

  • Marshall Financial Group (Maryland) reported no remaining Bottomline Technologies Inc position as of Q2 2022 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 6,350 Bottomline Technologies Inc shares in Q2 2022, an estimated $360K.
  • Marshall Financial Group (Maryland) first reported a position in Bottomline Technologies Inc in Q4 2021 and held it in 2 quarters.
  • Marshall Financial Group (Maryland)'s Bottomline Technologies Inc position peaked at $360K in Q1 2022.
  • 1 fund tracked by Wall St. Rank held Bottomline Technologies Inc as of Q2 2022.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2022, filed 25 Jul 2022.