Wells Fargo’s BTRS Holdings Inc. Class 1 Common Stock BTRS Stock Holding History

Wells Fargo’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	-3,349	Closed	-$31K	–	7870
2022 Q3	$31K	Buy	3,349 +687	+26%	+$4.45K	﹤0.01%	5182
2022 Q2	$13K	Sell	2,662 -130,020	-98%	-$748K	﹤0.01%	5657
2022 Q1	$992K	Sell	132,682 -10,916	-8%	-$70.7K	﹤0.01%	3895
2021 Q4	$1.12M	Sell	143,598 -735,374	-84%	-$6.37M	﹤0.01%	4020
2021 Q3	$9.35M	Buy	+878,972	New	+$10.1M	﹤0.01%	2273
2021 Q2	–	Sell	-387	Closed	-$6K	–	7743
2021 Q1	$6K	Buy	+387	New	+$6.47K	﹤0.01%	6476

Wells Fargo's BTRS Position: Q4 2022 in Review

Wells Fargo sold out of BTRS Holdings Inc. Class 1 Common Stock (BTRS) in Q4 2022, closing a stake of 3,349 shares — an estimated $31K sold.

Wells Fargo first reported a position in BTRS in Q1 2021 and held it in 6 quarters. The position peaked at $9.35M in Q3 2021. 0 funds tracked by Wall St. Rank hold BTRS as of Q4 2022.

Wells Fargo reported no remaining BTRS Holdings Inc. Class 1 Common Stock position as of Q4 2022 after selling out during the quarter.
Wells Fargo sold 3,349 BTRS Holdings Inc. Class 1 Common Stock shares in Q4 2022, an estimated $31K.
Wells Fargo first reported a position in BTRS Holdings Inc. Class 1 Common Stock in Q1 2021 and held it in 6 quarters.
Wells Fargo's BTRS Holdings Inc. Class 1 Common Stock position peaked at $9.35M in Q3 2021.
0 funds tracked by Wall St. Rank held BTRS Holdings Inc. Class 1 Common Stock as of Q4 2022.

Based on Wells Fargo's 13F filing for Q4 2022, filed 13 Feb 2023.