EF
BMTX

Empowered Funds’s BM Technologies, Inc. BMTX Stock Holding History

Empowered Funds’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
2024
Q4 		– Sell
-23,640
Closed -$80.4K – 1744
2024
Q3 		$80.4K Hold
23,640
– – ﹤0.01% 1378
2024
Q2 		$53.2K Sell
23,640
-10,393
-31% -$23.7K ﹤0.01% 1358
2024
Q1 		$56.2K Sell
34,033
-1,039
-3% -$2K ﹤0.01% 1359
2023
Q4 		$71.9K Buy
35,072
+3,072
+10% +$7.95K ﹤0.01% 1244
2023
Q3 		$64K Buy
32,000
+2,528
+9% +$6.2K ﹤0.01% 1195
2023
Q2 		$87.8K Buy
+29,472
New +$89.3K ﹤0.01% 1108

Other funds holding BMTX

DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
OBAM
ODDO BHF Asset Management Paris, France $2.54B AUM 41.83% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Empowered Funds's BMTX Position: Q4 2024 in Review

Empowered Funds sold out of BM Technologies, Inc. (BMTX) in Q4 2024, closing a stake of 23,640 shares — an estimated $80.4K sold.

Empowered Funds first reported a position in BMTX in Q2 2023 and held it in 6 quarters. The position peaked at $87.8K in Q2 2023. 47 funds tracked by Wall St. Rank hold BMTX as of Q4 2024.

  • Empowered Funds reported no remaining BM Technologies, Inc. position as of Q4 2024 after selling out during the quarter.
  • Empowered Funds sold 23,640 BM Technologies, Inc. shares in Q4 2024, an estimated $80.4K.
  • Empowered Funds first reported a position in BM Technologies, Inc. in Q2 2023 and held it in 6 quarters.
  • Empowered Funds's BM Technologies, Inc. position peaked at $87.8K in Q2 2023.
  • 47 funds tracked by Wall St. Rank held BM Technologies, Inc. as of Q4 2024.

Based on Empowered Funds's 13F filing for Q4 2024, filed 28 Jan 2025.