SFS
EPAY

Sowell Financial Services’s Bottomline Technologies Inc EPAY Stock Holding History

Sowell Financial 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
Q2 		– Sell
-302
Closed -$12K – 3096
2021
Q1 		$12K Sell
302
-56
-16% -$2.69K ﹤0.01% 2257
2020
Q4 		$19K Buy
358
+194
+118% +$8.82K ﹤0.01% 1772
2020
Q3 		$7K Buy
164
+20
+14% +$949 ﹤0.01% 1924
2020
Q2 		$7K Buy
144
+12
+9% +$536 ﹤0.01% 1821
2020
Q1 		$5K Hold
132
– – ﹤0.01% 1854
2019
Q4 		$7K Sell
132
-16
-11% -$728 ﹤0.01% 1820
2019
Q3 		$6K Buy
+148
New +$6.22K ﹤0.01% 1731

Other funds holding EPAY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return
CCM
Clearfield Capital Management New York $143M AUM 158.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return
MC
MIG Capital Newport Beach, California $589M AUM 25.96% 1-Year Est. Return

Sowell Financial Services's EPAY Position: Q2 2021 in Review

Sowell Financial Services sold out of Bottomline Technologies Inc (EPAY) in Q2 2021, closing a stake of 302 shares — an estimated $12K sold.

Sowell Financial Services first reported a position in EPAY in Q3 2019 and held it in 7 quarters. The position peaked at $19K in Q4 2020. 210 funds tracked by Wall St. Rank hold EPAY as of Q2 2021.

  • Sowell Financial Services reported no remaining Bottomline Technologies Inc position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 302 Bottomline Technologies Inc shares in Q2 2021, an estimated $12K.
  • Sowell Financial Services first reported a position in Bottomline Technologies Inc in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Bottomline Technologies Inc position peaked at $19K in Q4 2020.
  • 210 funds tracked by Wall St. Rank held Bottomline Technologies Inc as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.