PFGIA
BTRS

Patriot Financial Group Insurance Agency’s BTRS Holdings Inc. Class 1 Common Stock BTRS Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-517
Closed -$3K – 2103
2022
Q2 		$3K Sell
517
-28
-5% -$161 ﹤0.01% 1707
2022
Q1 		$4K Buy
545
+489
+873% +$3.17K ﹤0.01% 1731
2021
Q4 		$0 Sell
56
-158
-74% -$1.37K ﹤0.01% 2299
2021
Q3 		$2K Hold
214
– – ﹤0.01% 2004
2021
Q2 		$3K Buy
+214
New +$3.09K ﹤0.01% 1829

Other funds holding BTRS

BCVI
Bain Capital Venture Investors Boston, Massachusetts $175M AUM 21.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
KC
Kryger Capital London, United Kingdom $1.41B AUM 86.31% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
BC
Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Patriot Financial Group Insurance Agency's BTRS Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of BTRS Holdings Inc. Class 1 Common Stock (BTRS) in Q3 2022, closing a stake of 517 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in BTRS in Q2 2021 and held it in 5 quarters. The position peaked at $4K in Q1 2022. 157 funds tracked by Wall St. Rank hold BTRS as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining BTRS Holdings Inc. Class 1 Common Stock position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 517 BTRS Holdings Inc. Class 1 Common Stock shares in Q3 2022, an estimated $3K.
  • Patriot Financial Group Insurance Agency first reported a position in BTRS Holdings Inc. Class 1 Common Stock in Q2 2021 and held it in 5 quarters.
  • Patriot Financial Group Insurance Agency's BTRS Holdings Inc. Class 1 Common Stock position peaked at $4K in Q1 2022.
  • 157 funds tracked by Wall St. Rank held BTRS Holdings Inc. Class 1 Common Stock as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.