Phase 2 Partners’s BTRS Holdings Inc. Class 1 Common Stock BTRS Stock Holding History

Phase 2 Partners’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 Q4	–	Sell	-1,309,961	Closed	-$12.1M	–	30
2022 Q3	$12.1M	Buy	1,309,961 +534,764	+69%	+$3.46M	5.76%	3
2022 Q2	$3.86M	Buy	+775,197	New	+$4.46M	1.99%	23
2022 Q1	–	Sell	-249,052	Closed	-$1.95M	–	30
2021 Q4	$1.95M	Buy	+249,052	New	+$2.16M	1.21%	20

Phase 2 Partners's BTRS Position: Q4 2022 in Review

Phase 2 Partners sold out of BTRS Holdings Inc. Class 1 Common Stock (BTRS) in Q4 2022, closing a stake of 1,309,961 shares — an estimated $12.1M sold.

Phase 2 Partners first reported a position in BTRS in Q4 2021 and held it in 3 quarters. The position peaked at $12.1M in Q3 2022. 0 funds tracked by Wall St. Rank hold BTRS as of Q4 2022.

Phase 2 Partners reported no remaining BTRS Holdings Inc. Class 1 Common Stock position as of Q4 2022 after selling out during the quarter.
Phase 2 Partners sold 1,309,961 BTRS Holdings Inc. Class 1 Common Stock shares in Q4 2022, an estimated $12.1M.
Phase 2 Partners first reported a position in BTRS Holdings Inc. Class 1 Common Stock in Q4 2021 and held it in 3 quarters.
Phase 2 Partners's BTRS Holdings Inc. Class 1 Common Stock position peaked at $12.1M in Q3 2022.
0 funds tracked by Wall St. Rank held BTRS Holdings Inc. Class 1 Common Stock as of Q4 2022.

Based on Phase 2 Partners's 13F filing for Q4 2022, filed 14 Feb 2023.