Patriot Financial Group Insurance Agency’s Bottomline Technologies Inc EPAY Stock Holding History

Patriot Financial Group Insurance Agency’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	-298	Closed	-$17K	–	2237
2022 Q1	$17K	Buy	298 +131	+78%	+$7.41K	﹤0.01%	1166
2021 Q4	$9K	Buy	167 +108	+183%	+$5.05K	﹤0.01%	1551
2021 Q3	$2K	Buy	59 +33	+127%	+$1.33K	﹤0.01%	2006
2021 Q2	$1K	Sell	26 -118	-82%	-$4.86K	﹤0.01%	2049
2021 Q1	$7K	Sell	144 -64	-31%	-$3.08K	﹤0.01%	1489
2020 Q4	$11K	Hold	208	–	–	﹤0.01%	1199
2020 Q3	$9K	Hold	208	–	–	﹤0.01%	1075
2020 Q2	$11K	Buy	208 +4	+2%	+$179	﹤0.01%	964
2020 Q1	$7K	Buy	+204	New	+$9.4K	﹤0.01%	996

Other funds holding EPAY

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

Patriot Financial Group Insurance Agency's EPAY Position: Q2 2022 in Review

Patriot Financial Group Insurance Agency sold out of Bottomline Technologies Inc (EPAY) in Q2 2022, closing a stake of 298 shares — an estimated $17K sold.

Patriot Financial Group Insurance Agency first reported a position in EPAY in Q1 2020 and held it in 9 quarters. The position peaked at $17K in Q1 2022. 1 fund tracked by Wall St. Rank holds EPAY as of Q2 2022.

Patriot Financial Group Insurance Agency reported no remaining Bottomline Technologies Inc position as of Q2 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 298 Bottomline Technologies Inc shares in Q2 2022, an estimated $17K.
Patriot Financial Group Insurance Agency first reported a position in Bottomline Technologies Inc in Q1 2020 and held it in 9 quarters.
Patriot Financial Group Insurance Agency's Bottomline Technologies Inc position peaked at $17K in Q1 2022.
1 fund tracked by Wall St. Rank held Bottomline Technologies Inc as of Q2 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2022, filed 29 Jul 2022.