VCM
BTRS

Vivaldi Capital Management’s BTRS Holdings Inc. Class 1 Common Stock BTRS Stock Holding History

Vivaldi Capital Management’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
2020
Q4 		– Sell
-19,970
Closed -$209K – 329
2020
Q3 		$209K Buy
+19,970
New +$206K 0.05% 232

Other funds holding BTRS

TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
GIP
General Industrial Partners London, United Kingdom $2.57M AUM
WHP
Washington Harbour Partners Arlington, Virginia $33.8M AUM 73.62% 1-Year Est. Return
VEPM
Vista Equity Partners Management San Francisco, California $42.7M AUM 16.65% 1-Year Est. Return
PGM
Parian Global Management Pound Ridge, New York $30.8M AUM 51.25% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Vivaldi Capital Management's BTRS Position: Q4 2020 in Review

Vivaldi Capital Management sold out of BTRS Holdings Inc. Class 1 Common Stock (BTRS) in Q4 2020, closing a stake of 19,970 shares — an estimated $209K sold.

Vivaldi Capital Management first reported a position in BTRS in Q3 2020 and held it in 1 quarter. The position peaked at $209K in Q3 2020. 40 funds tracked by Wall St. Rank hold BTRS as of Q4 2020.

  • Vivaldi Capital Management reported no remaining BTRS Holdings Inc. Class 1 Common Stock position as of Q4 2020 after selling out during the quarter.
  • Vivaldi Capital Management sold 19,970 BTRS Holdings Inc. Class 1 Common Stock shares in Q4 2020, an estimated $209K.
  • Vivaldi Capital Management first reported a position in BTRS Holdings Inc. Class 1 Common Stock in Q3 2020 and held it in 1 quarter.
  • Vivaldi Capital Management's BTRS Holdings Inc. Class 1 Common Stock position peaked at $209K in Q3 2020.
  • 40 funds tracked by Wall St. Rank held BTRS Holdings Inc. Class 1 Common Stock as of Q4 2020.

Based on Vivaldi Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.