Bank of Montreal’s BM Technologies, Inc. BMTX Stock Holding History

Bank of Montreal’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 Q2	–	Sell	-492	Closed	-$6K	–	5067
2021 Q1	$6K	Buy	+492	New	+$6.67K	﹤0.01%	4598
2020 Q2	–	Sell	-664,539	Closed	-$6.84M	–	4877
2020 Q1	$6.84M	Buy	664,539 +413,339	+165%	+$4.25M	0.01%	853
2019 Q4	$2.58M	Hold	251,200	–	–	﹤0.01%	1735
2019 Q3	$2.56M	Hold	251,200	–	–	﹤0.01%	1519
2019 Q2	$2.52M	Hold	251,200	–	–	﹤0.01%	1535
2019 Q1	$2.51M	Hold	251,200	–	–	﹤0.01%	1546
2018 Q4	$2.44M	Buy	+251,200	New	+$2.41M	﹤0.01%	1430

Other funds holding BMTX

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

1CM

1492 Capital Management Milwaukee, Wisconsin $263M AUM 61.9% 1-Year Est. Return

GPCM

Granite Point Capital Management Boston, Massachusetts $4.9M AUM 38.41% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MYDA Advisors Woodmere, New York $608M AUM 77.08% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

ACA

Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of Montreal's BMTX Position: Q2 2021 in Review

Bank of Montreal sold out of BM Technologies, Inc. (BMTX) in Q2 2021, closing a stake of 492 shares — an estimated $6K sold.

Bank of Montreal first reported a position in BMTX in Q4 2018 and held it in 7 quarters. The position peaked at $6.84M in Q1 2020. 85 funds tracked by Wall St. Rank hold BMTX as of Q2 2021.

Bank of Montreal reported no remaining BM Technologies, Inc. position as of Q2 2021 after selling out during the quarter.
Bank of Montreal sold 492 BM Technologies, Inc. shares in Q2 2021, an estimated $6K.
Bank of Montreal first reported a position in BM Technologies, Inc. in Q4 2018 and held it in 7 quarters.
Bank of Montreal's BM Technologies, Inc. position peaked at $6.84M in Q1 2020.
85 funds tracked by Wall St. Rank held BM Technologies, Inc. as of Q2 2021.

Based on Bank of Montreal's 13F filing for Q2 2021, filed 12 Aug 2021.