ACB
BMTX

Aristotle Capital Boston’s BM Technologies, Inc. BMTX Stock Holding History

Aristotle Capital Boston’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
2021
Q4 		– Sell
-150,661
Closed -$1.34M – 137
2021
Q3 		$1.34M Sell
150,661
-17,130
-10% -$175K 0.03% 136
2021
Q2 		$2.09M Sell
167,791
-6,661
-4% -$77K 0.05% 137
2021
Q1 		$2.03M Buy
+174,452
New +$2.37M 0.05% 137

Other funds holding BMTX

PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
FFM
Forager Funds Management Sydney, Australia $61.3M AUM 30.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
1CM
1492 Capital Management Milwaukee, Wisconsin $339M AUM 120.53% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return
MA
MYDA Advisors Woodmere, New York $672M AUM 71.14% 1-Year Est. Return
JAMONY
Jacob Asset Management of New York Hermosa Beach, California $70.9M AUM 14.28% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return

Aristotle Capital Boston's BMTX Position: Q4 2021 in Review

Aristotle Capital Boston sold out of BM Technologies, Inc. (BMTX) in Q4 2021, closing a stake of 150,661 shares — an estimated $1.34M sold.

Aristotle Capital Boston first reported a position in BMTX in Q1 2021 and held it in 3 quarters. The position peaked at $2.09M in Q2 2021. 77 funds tracked by Wall St. Rank hold BMTX as of Q4 2021.

  • Aristotle Capital Boston reported no remaining BM Technologies, Inc. position as of Q4 2021 after selling out during the quarter.
  • Aristotle Capital Boston sold 150,661 BM Technologies, Inc. shares in Q4 2021, an estimated $1.34M.
  • Aristotle Capital Boston first reported a position in BM Technologies, Inc. in Q1 2021 and held it in 3 quarters.
  • Aristotle Capital Boston's BM Technologies, Inc. position peaked at $2.09M in Q2 2021.
  • 77 funds tracked by Wall St. Rank held BM Technologies, Inc. as of Q4 2021.

Based on Aristotle Capital Boston's 13F filing for Q4 2021, filed 14 Feb 2022.