SEI Investments’s BTRS Holdings Inc. Class 1 Common Stock BTRS Stock Holding History

SEI Investments’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	-59,104	Closed	-$547K	–	2732
2022 Q3	$547K	Sell	59,104 -1,565	-3%	-$10.1K	﹤0.01%	2050
2022 Q2	$302K	Sell	60,669 -3,873	-6%	-$22.3K	﹤0.01%	2321
2022 Q1	$483K	Sell	64,542 -4,010	-6%	-$26K	﹤0.01%	2101
2021 Q4	$536K	Buy	68,552 +13,040	+23%	+$113K	﹤0.01%	2076
2021 Q3	$590K	Buy	55,512 +15,479	+39%	+$179K	﹤0.01%	2002
2021 Q2	$477K	Buy	40,033 +16,067	+67%	+$232K	﹤0.01%	2114
2021 Q1	$347K	Buy	23,966 +9,404	+65%	+$157K	﹤0.01%	2192
2020 Q4	$235K	Buy	+14,562	New	+$186K	﹤0.01%	2308

SEI Investments's BTRS Position: Q4 2022 in Review

SEI Investments sold out of BTRS Holdings Inc. Class 1 Common Stock (BTRS) in Q4 2022, closing a stake of 59,104 shares — an estimated $547K sold.

SEI Investments first reported a position in BTRS in Q4 2020 and held it in 8 quarters. The position peaked at $590K in Q3 2021. 0 funds tracked by Wall St. Rank hold BTRS as of Q4 2022.

SEI Investments reported no remaining BTRS Holdings Inc. Class 1 Common Stock position as of Q4 2022 after selling out during the quarter.
SEI Investments sold 59,104 BTRS Holdings Inc. Class 1 Common Stock shares in Q4 2022, an estimated $547K.
SEI Investments first reported a position in BTRS Holdings Inc. Class 1 Common Stock in Q4 2020 and held it in 8 quarters.
SEI Investments's BTRS Holdings Inc. Class 1 Common Stock position peaked at $590K in Q3 2021.
0 funds tracked by Wall St. Rank held BTRS Holdings Inc. Class 1 Common Stock as of Q4 2022.

Based on SEI Investments's 13F filing for Q4 2022, filed 10 Feb 2023.