UBS Group’s BTRS Holdings Inc. Class 1 Common Stock BTRS Stock Holding History

UBS Group’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	-79,441	Closed	-$736K	–	11666
2022 Q3	$736K	Buy	+79,441	New	+$515K	﹤0.01%	4001
2022 Q1	–	Sell	-16,200	Closed	-$127K	–	11376
2021 Q4	$127K	Buy	16,200 +16,196	+404,900%	+$140K	﹤0.01%	6089
2021 Q3	$0	Sell	4 -3,811	-100%	-$44K	﹤0.01%	10454
2021 Q2	$48K	Buy	3,815 +2,773	+266%	+$40.1K	﹤0.01%	6483
2021 Q1	$15K	Buy	+1,042	New	+$17.4K	﹤0.01%	7651

UBS Group's BTRS Position: Q4 2022 in Review

UBS Group sold out of BTRS Holdings Inc. Class 1 Common Stock (BTRS) in Q4 2022, closing a stake of 79,441 shares — an estimated $736K sold.

UBS Group first reported a position in BTRS in Q1 2021 and held it in 5 quarters. The position peaked at $736K in Q3 2022. 0 funds tracked by Wall St. Rank hold BTRS as of Q4 2022.

UBS Group reported no remaining BTRS Holdings Inc. Class 1 Common Stock position as of Q4 2022 after selling out during the quarter.
UBS Group sold 79,441 BTRS Holdings Inc. Class 1 Common Stock shares in Q4 2022, an estimated $736K.
UBS Group first reported a position in BTRS Holdings Inc. Class 1 Common Stock in Q1 2021 and held it in 5 quarters.
UBS Group's BTRS Holdings Inc. Class 1 Common Stock position peaked at $736K in Q3 2022.
0 funds tracked by Wall St. Rank held BTRS Holdings Inc. Class 1 Common Stock as of Q4 2022.

Based on UBS Group's 13F filing for Q4 2022, filed 8 Feb 2023.