TCI Wealth Advisors’s BTRS Holdings Inc. Class 1 Common Stock BTRS Stock Holding History

TCI Wealth Advisors’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	-698	Closed	-$6K	–	2708
2022 Q3	$6K	Hold	698	–	–	﹤0.01%	1406
2022 Q2	$3K	Buy	+698	New	+$4.01K	﹤0.01%	1953

TCI Wealth Advisors's BTRS Position: Q4 2022 in Review

TCI Wealth Advisors sold out of BTRS Holdings Inc. Class 1 Common Stock (BTRS) in Q4 2022, closing a stake of 698 shares — an estimated $6K sold.

TCI Wealth Advisors first reported a position in BTRS in Q2 2022 and held it in 2 quarters. The position peaked at $6K in Q3 2022. 0 funds tracked by Wall St. Rank hold BTRS as of Q4 2022.

TCI Wealth Advisors reported no remaining BTRS Holdings Inc. Class 1 Common Stock position as of Q4 2022 after selling out during the quarter.
TCI Wealth Advisors sold 698 BTRS Holdings Inc. Class 1 Common Stock shares in Q4 2022, an estimated $6K.
TCI Wealth Advisors first reported a position in BTRS Holdings Inc. Class 1 Common Stock in Q2 2022 and held it in 2 quarters.
TCI Wealth Advisors's BTRS Holdings Inc. Class 1 Common Stock position peaked at $6K in Q3 2022.
0 funds tracked by Wall St. Rank held BTRS Holdings Inc. Class 1 Common Stock as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.