PMFA
EPAY

Plante Moran Financial Advisors’s Bottomline Technologies Inc EPAY Stock Holding History

Plante Moran Financial Advisors’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
Q3 		– Sell
-925
Closed -$34K – 1044
2021
Q2 		$34K Buy
+925
New +$38.1K 0.01% 450

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
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 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
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Plante Moran Financial Advisors's EPAY Position: Q3 2021 in Review

Plante Moran Financial Advisors sold out of Bottomline Technologies Inc (EPAY) in Q3 2021, closing a stake of 925 shares — an estimated $34K sold.

Plante Moran Financial Advisors first reported a position in EPAY in Q2 2021 and held it in 1 quarter. The position peaked at $34K in Q2 2021. 203 funds tracked by Wall St. Rank hold EPAY as of Q3 2021.

  • Plante Moran Financial Advisors reported no remaining Bottomline Technologies Inc position as of Q3 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 925 Bottomline Technologies Inc shares in Q3 2021, an estimated $34K.
  • Plante Moran Financial Advisors first reported a position in Bottomline Technologies Inc in Q2 2021 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Bottomline Technologies Inc position peaked at $34K in Q2 2021.
  • 203 funds tracked by Wall St. Rank held Bottomline Technologies Inc as of Q3 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.