CCM
BMTX

Cox Capital Management’s BM Technologies, Inc. BMTX Stock Holding History

Cox Capital Management’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
Q4 		– Sell
-18,625
Closed -$37.3K – 107
2023
Q3 		$37.3K Buy
+18,625
New +$45.7K 0.03% 90

Other funds holding BMTX

PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return

Cox Capital Management's BMTX Position: Q4 2023 in Review

Cox Capital Management sold out of BM Technologies, Inc. (BMTX) in Q4 2023, closing a stake of 18,625 shares — an estimated $37.3K sold.

Cox Capital Management first reported a position in BMTX in Q3 2023 and held it in 1 quarter. The position peaked at $37.3K in Q3 2023. 46 funds tracked by Wall St. Rank hold BMTX as of Q4 2023.

  • Cox Capital Management reported no remaining BM Technologies, Inc. position as of Q4 2023 after selling out during the quarter.
  • Cox Capital Management sold 18,625 BM Technologies, Inc. shares in Q4 2023, an estimated $37.3K.
  • Cox Capital Management first reported a position in BM Technologies, Inc. in Q3 2023 and held it in 1 quarter.
  • Cox Capital Management's BM Technologies, Inc. position peaked at $37.3K in Q3 2023.
  • 46 funds tracked by Wall St. Rank held BM Technologies, Inc. as of Q4 2023.

Based on Cox Capital Management's 13F filing for Q4 2023, filed 12 Jan 2024.