Wellington Management Group
BTRSW

Wellington Management Group’s BTRS Holdings Inc. Warrants BTRSW Stock Holding History

Wellington Management Group’s Portfolio BTRSW Stock Details BTRSW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-536,952
Closed -$1.41M – 2358
2021
Q3 		$1.41M Hold
536,952
– – ﹤0.01% 1749
2021
Q2 		$2.12M Hold
536,952
– – ﹤0.01% 1666
2021
Q1 		$2.55M Buy
+536,952
New +$2.97M ﹤0.01% 1577

Other funds holding BTRSW

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return