Canada Life’s BM Technologies, Inc. BMTX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-286
Closed 2141
2024
Q1
$0 Hold
286
﹤0.01% 2157
2023
Q4
$1K Hold
286
﹤0.01% 2161
2023
Q3
$1K Hold
286
﹤0.01% 2233
2023
Q2
$1K Hold
286
﹤0.01% 2257
2023
Q1
$1K Hold
286
﹤0.01% 2315
2022
Q4
$1K Hold
286
﹤0.01% 2346
2022
Q3
$2K Hold
286
﹤0.01% 2388
2022
Q2
$2K Hold
286
﹤0.01% 2425
2022
Q1
$3K Hold
286
﹤0.01% 2474
2021
Q4
$3K Hold
286
﹤0.01% 2496
2021
Q3
$3K Sell
286
-4,198
-94% -$42.9K ﹤0.01% 2536
2021
Q2
$56K Hold
4,484
﹤0.01% 2238
2021
Q1
$52K Buy
+4,484
New +$60.8K ﹤0.01% 2285

Other funds holding BMTX

Canada Life's BMTX Position: Q2 2024 in Review

Canada Life sold out of BM Technologies, Inc. (BMTX) in Q2 2024, closing a stake of 286 shares.

Canada Life first reported a position in BMTX in Q1 2021 and held it in 13 quarters. The position peaked at $56K in Q2 2021. 46 funds tracked by Wall St. Rank hold BMTX as of Q2 2024.

  • Canada Life reported no remaining BM Technologies, Inc. position as of Q2 2024 after selling out during the quarter.
  • Canada Life sold 286 BM Technologies, Inc. shares in Q2 2024.
  • Canada Life first reported a position in BM Technologies, Inc. in Q1 2021 and held it in 13 quarters.
  • Canada Life's BM Technologies, Inc. position peaked at $56K in Q2 2021.
  • 46 funds tracked by Wall St. Rank held BM Technologies, Inc. as of Q2 2024.

Based on Canada Life's 13F filing for Q2 2024, filed 12 Aug 2024.