DWM
BMTX

Dakota Wealth Management’s BM Technologies, Inc. BMTX Stock Holding History

Dakota Wealth 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
2020
Q1 		– Sell
-96,175
Closed -$986K – 332
2019
Q4 		$986K Hold
96,175
– – 0.16% 127
2019
Q3 		$974K Hold
96,175
– – 0.17% 122
2019
Q2 		$967K Sell
96,175
-3,000
-3% -$30K 0.19% 115
2019
Q1 		$987K Buy
+99,175
New +$978K 0.2% 116

Other funds holding BMTX

GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
PC
Periscope Capital Toronto, Ontario, Canada $902M AUM 6.51% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
OAM
Oxford Asset Management Oxford, United Kingdom $232M AUM 31% 1-Year Est. Return
MSU
Mizuho Securities USA New York $4.24B AUM 22.54% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return

Dakota Wealth Management's BMTX Position: Q1 2020 in Review

Dakota Wealth Management sold out of BM Technologies, Inc. (BMTX) in Q1 2020, closing a stake of 96,175 shares — an estimated $986K sold.

Dakota Wealth Management first reported a position in BMTX in Q1 2019 and held it in 4 quarters. The position peaked at $987K in Q1 2019. 37 funds tracked by Wall St. Rank hold BMTX as of Q1 2020.

  • Dakota Wealth Management reported no remaining BM Technologies, Inc. position as of Q1 2020 after selling out during the quarter.
  • Dakota Wealth Management sold 96,175 BM Technologies, Inc. shares in Q1 2020, an estimated $986K.
  • Dakota Wealth Management first reported a position in BM Technologies, Inc. in Q1 2019 and held it in 4 quarters.
  • Dakota Wealth Management's BM Technologies, Inc. position peaked at $987K in Q1 2019.
  • 37 funds tracked by Wall St. Rank held BM Technologies, Inc. as of Q1 2020.

Based on Dakota Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.