Zacks Investment Management’s BTRS Holdings Inc. Class 1 Common Stock BTRS Stock Holding History

Zacks Investment 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
2022 Q4	–	Sell	-78,988	Closed	-$731K	–	686
2022 Q3	$731K	Buy	+78,988	New	+$512K	0.01%	386

Zacks Investment Management's BTRS Position: Q4 2022 in Review

Zacks Investment Management sold out of BTRS Holdings Inc. Class 1 Common Stock (BTRS) in Q4 2022, closing a stake of 78,988 shares — an estimated $731K sold.

Zacks Investment Management first reported a position in BTRS in Q3 2022 and held it in 1 quarter. The position peaked at $731K in Q3 2022. 0 funds tracked by Wall St. Rank hold BTRS as of Q4 2022.

Zacks Investment Management reported no remaining BTRS Holdings Inc. Class 1 Common Stock position as of Q4 2022 after selling out during the quarter.
Zacks Investment Management sold 78,988 BTRS Holdings Inc. Class 1 Common Stock shares in Q4 2022, an estimated $731K.
Zacks Investment Management first reported a position in BTRS Holdings Inc. Class 1 Common Stock in Q3 2022 and held it in 1 quarter.
Zacks Investment Management's BTRS Holdings Inc. Class 1 Common Stock position peaked at $731K in Q3 2022.
0 funds tracked by Wall St. Rank held BTRS Holdings Inc. Class 1 Common Stock as of Q4 2022.

Based on Zacks Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.