New York Life Investment Management’s BTRS Holdings Inc. Class 1 Common Stock BTRS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-67,289
Closed -$623K 1213
2022
Q3
$623K Buy
67,289
+4,944
+8% +$32K 0.01% 670
2022
Q2
$310K Buy
+62,345
New +$359K ﹤0.01% 1147

New York Life Investment Management's BTRS Position: Q4 2022 in Review

New York Life Investment Management sold out of BTRS Holdings Inc. Class 1 Common Stock (BTRS) in Q4 2022, closing a stake of 67,289 shares — an estimated $623K sold.

New York Life Investment Management first reported a position in BTRS in Q2 2022 and held it in 2 quarters. The position peaked at $623K in Q3 2022. 0 funds tracked by Wall St. Rank hold BTRS as of Q4 2022.

  • New York Life Investment Management reported no remaining BTRS Holdings Inc. Class 1 Common Stock position as of Q4 2022 after selling out during the quarter.
  • New York Life Investment Management sold 67,289 BTRS Holdings Inc. Class 1 Common Stock shares in Q4 2022, an estimated $623K.
  • New York Life Investment Management first reported a position in BTRS Holdings Inc. Class 1 Common Stock in Q2 2022 and held it in 2 quarters.
  • New York Life Investment Management's BTRS Holdings Inc. Class 1 Common Stock position peaked at $623K in Q3 2022.
  • 0 funds tracked by Wall St. Rank held BTRS Holdings Inc. Class 1 Common Stock as of Q4 2022.

Based on New York Life Investment Management's 13F filing for Q4 2022, filed 10 Feb 2023.