BWM
FPAY

BKM Wealth Management’s FlexShopper FPAY Stock Holding History

BKM Wealth Management’s Portfolio FPAY Stock Details FPAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,300
Closed -$7.18K – 319
2023
Q4 		$7.18K Buy
+4,300
New +$5.55K ﹤0.01% 483

Other funds holding FPAY

WAM
Waterfall Asset Management New York $179M AUM 12.99% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HBCM
Heron Bay Capital Management Bloomfield Hills, Michigan $1.08B AUM 7.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BKM Wealth Management's FPAY Position: Q1 2024 in Review

BKM Wealth Management sold out of FlexShopper (FPAY) in Q1 2024, closing a stake of 4,300 shares — an estimated $7.18K sold.

BKM Wealth Management first reported a position in FPAY in Q4 2023 and held it in 1 quarter. The position peaked at $7.18K in Q4 2023. 19 funds tracked by Wall St. Rank hold FPAY as of Q1 2024.

  • BKM Wealth Management reported no remaining FlexShopper position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 4,300 FlexShopper shares in Q1 2024, an estimated $7.18K.
  • BKM Wealth Management first reported a position in FlexShopper in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's FlexShopper position peaked at $7.18K in Q4 2023.
  • 19 funds tracked by Wall St. Rank held FlexShopper as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.