William Blair & Company’s BTRS Holdings Inc. Class 1 Common Stock BTRS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-13,366
Closed -$124K 1895
2022
Q3
$124K Sell
13,366
-28,578
-68% -$185K ﹤0.01% 1471
2022
Q2
$209K Hold
41,944
﹤0.01% 1402
2022
Q1
$314K Sell
41,944
-1,551
-4% -$10K ﹤0.01% 1351
2021
Q4
$340K Sell
43,495
-70,765
-62% -$613K ﹤0.01% 1371
2021
Q3
$1.22M Sell
114,260
-3,575
-3% -$41.3K ﹤0.01% 857
2021
Q2
$1.49M Buy
117,835
+480
+0.4% +$6.93K 0.01% 800
2021
Q1
$1.7M Buy
+117,355
New +$1.96M 0.01% 733

William Blair & Company's BTRS Position: Q4 2022 in Review

William Blair & Company sold out of BTRS Holdings Inc. Class 1 Common Stock (BTRS) in Q4 2022, closing a stake of 13,366 shares — an estimated $124K sold.

William Blair & Company first reported a position in BTRS in Q1 2021 and held it in 7 quarters. The position peaked at $1.7M in Q1 2021. 0 funds tracked by Wall St. Rank hold BTRS as of Q4 2022.

  • William Blair & Company reported no remaining BTRS Holdings Inc. Class 1 Common Stock position as of Q4 2022 after selling out during the quarter.
  • William Blair & Company sold 13,366 BTRS Holdings Inc. Class 1 Common Stock shares in Q4 2022, an estimated $124K.
  • William Blair & Company first reported a position in BTRS Holdings Inc. Class 1 Common Stock in Q1 2021 and held it in 7 quarters.
  • William Blair & Company's BTRS Holdings Inc. Class 1 Common Stock position peaked at $1.7M in Q1 2021.
  • 0 funds tracked by Wall St. Rank held BTRS Holdings Inc. Class 1 Common Stock as of Q4 2022.

Based on William Blair & Company's 13F filing for Q4 2022, filed 10 Feb 2023.