Steward Partners Investment Advisory’s Bottomline Technologies Inc EPAY Stock Holding History

Steward Partners Investment Advisory’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
2022 Q2	–	Sell	-1,542	Closed	-$87K	–	3471
2022 Q1	$87K	Hold	1,542	–	–	﹤0.01%	1666
2021 Q4	$87K	Hold	1,542	–	–	﹤0.01%	1655
2021 Q3	$61K	Buy	+1,542	New	+$62.1K	﹤0.01%	1790
2021 Q1	–	Sell	-17	Closed	-$1K	–	3525
2020 Q4	$1K	Buy	+17	New	+$773	﹤0.01%	2844

Other funds holding EPAY

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Steward Partners Investment Advisory's EPAY Position: Q2 2022 in Review

Steward Partners Investment Advisory sold out of Bottomline Technologies Inc (EPAY) in Q2 2022, closing a stake of 1,542 shares — an estimated $87K sold.

Steward Partners Investment Advisory first reported a position in EPAY in Q4 2020 and held it in 4 quarters. The position peaked at $87K in Q1 2022. 1 fund tracked by Wall St. Rank holds EPAY as of Q2 2022.

Steward Partners Investment Advisory reported no remaining Bottomline Technologies Inc position as of Q2 2022 after selling out during the quarter.
Steward Partners Investment Advisory sold 1,542 Bottomline Technologies Inc shares in Q2 2022, an estimated $87K.
Steward Partners Investment Advisory first reported a position in Bottomline Technologies Inc in Q4 2020 and held it in 4 quarters.
Steward Partners Investment Advisory's Bottomline Technologies Inc position peaked at $87K in Q1 2022.
1 fund tracked by Wall St. Rank held Bottomline Technologies Inc as of Q2 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2022, filed 4 Aug 2022.