PWPS
EPAY

Pinnacle Wealth Planning Services’s Bottomline Technologies Inc EPAY Stock Holding History

Pinnacle Wealth Planning Services’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
2021
Q1 		– Sell
-81
Closed -$5K – 2208
2020
Q4 		$5K Buy
+81
New +$3.68K ﹤0.01% 1698

Other funds holding EPAY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
MC
MIG Capital Newport Beach, California $589M AUM 25.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pinnacle Wealth Planning Services's EPAY Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Bottomline Technologies Inc (EPAY) in Q1 2021, closing a stake of 81 shares — an estimated $5K sold.

Pinnacle Wealth Planning Services first reported a position in EPAY in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 206 funds tracked by Wall St. Rank hold EPAY as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Bottomline Technologies Inc position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 81 Bottomline Technologies Inc shares in Q1 2021, an estimated $5K.
  • Pinnacle Wealth Planning Services first reported a position in Bottomline Technologies Inc in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Bottomline Technologies Inc position peaked at $5K in Q4 2020.
  • 206 funds tracked by Wall St. Rank held Bottomline Technologies Inc as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.