PWPS
BTRS

Pinnacle Wealth Planning Services’s BTRS Holdings Inc. Class 1 Common Stock BTRS Stock Holding History

Pinnacle Wealth Planning Services’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
Q2 		– Sell
-11,816
Closed -$88K – 493
2022
Q1 		$88K Buy
+11,816
New +$76.5K 0.02% 410

Other funds holding BTRS

BCVI
Bain Capital Venture Investors Boston, Massachusetts $175M AUM 21.91% 1-Year Est. Return
RCM
Riverwood Capital Management Menlo Park, California $43.2M AUM 24% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCM
W Capital Management New York $104M AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
BC
Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return
SIG
Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return

Pinnacle Wealth Planning Services's BTRS Position: Q2 2022 in Review

Pinnacle Wealth Planning Services sold out of BTRS Holdings Inc. Class 1 Common Stock (BTRS) in Q2 2022, closing a stake of 11,816 shares — an estimated $88K sold.

Pinnacle Wealth Planning Services first reported a position in BTRS in Q1 2022 and held it in 1 quarter. The position peaked at $88K in Q1 2022. 119 funds tracked by Wall St. Rank hold BTRS as of Q2 2022.

  • Pinnacle Wealth Planning Services reported no remaining BTRS Holdings Inc. Class 1 Common Stock position as of Q2 2022 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 11,816 BTRS Holdings Inc. Class 1 Common Stock shares in Q2 2022, an estimated $88K.
  • Pinnacle Wealth Planning Services first reported a position in BTRS Holdings Inc. Class 1 Common Stock in Q1 2022 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's BTRS Holdings Inc. Class 1 Common Stock position peaked at $88K in Q1 2022.
  • 119 funds tracked by Wall St. Rank held BTRS Holdings Inc. Class 1 Common Stock as of Q2 2022.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2022, filed 3 Aug 2022.