Anchor Capital Advisors’s BM Technologies, Inc. BMTX Stock Holding History

Anchor Capital Advisors’s Portfolio BMTX Stock Details BMTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-69,305	Closed	-$244K	–	276
2023 Q1	$244K	Buy	69,305 +260	+0.4%	+$1.05K	0.01%	251
2022 Q4	$360K	Sell	69,045 -111,301	-62%	-$711K	0.01%	229
2022 Q3	$1.21M	Buy	180,346 +7,050	+4%	+$43.4K	0.03%	155
2022 Q2	$1.02M	Buy	173,296 +16,020	+10%	+$112K	0.03%	173
2022 Q1	$1.34M	Buy	157,276 +31,815	+25%	+$295K	0.03%	170
2021 Q4	$1.16M	Sell	125,461 -13,085	-9%	-$130K	0.02%	177
2021 Q3	$1.23M	Sell	138,546 -1,955	-1%	-$20K	0.03%	166
2021 Q2	$1.75M	Buy	140,501 +3,725	+3%	+$43.1K	0.04%	156
2021 Q1	$1.59M	Buy	+136,776	New	+$1.85M	0.03%	157

Other funds holding BMTX

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TCM

Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return

JAMONY

Jacob Asset Management of New York Hermosa Beach, California $70.9M AUM 14.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Anchor Capital Advisors's BMTX Position: Q2 2023 in Review

Anchor Capital Advisors sold out of BM Technologies, Inc. (BMTX) in Q2 2023, closing a stake of 69,305 shares — an estimated $244K sold.

Anchor Capital Advisors first reported a position in BMTX in Q1 2021 and held it in 9 quarters. The position peaked at $1.75M in Q2 2021. 51 funds tracked by Wall St. Rank hold BMTX as of Q2 2023.

Anchor Capital Advisors reported no remaining BM Technologies, Inc. position as of Q2 2023 after selling out during the quarter.
Anchor Capital Advisors sold 69,305 BM Technologies, Inc. shares in Q2 2023, an estimated $244K.
Anchor Capital Advisors first reported a position in BM Technologies, Inc. in Q1 2021 and held it in 9 quarters.
Anchor Capital Advisors's BM Technologies, Inc. position peaked at $1.75M in Q2 2021.
51 funds tracked by Wall St. Rank held BM Technologies, Inc. as of Q2 2023.

Based on Anchor Capital Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.