Essex Investment Management’s BM Technologies, Inc. BMTX Stock Holding History

Essex Investment 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
2025 Q1	–	Sell	-38,024	Closed	-$186K	–	334
2024 Q4	$186K	Sell	38,024 -4,396	-10%	-$19.1K	0.03%	192
2024 Q3	$144K	Hold	42,420	–	–	0.03%	213
2024 Q2	$95.4K	Buy	+42,420	New	+$96.8K	0.02%	227

Essex Investment Management's BMTX Position: Q1 2025 in Review

Essex Investment Management sold out of BM Technologies, Inc. (BMTX) in Q1 2025, closing a stake of 38,024 shares — an estimated $186K sold.

Essex Investment Management first reported a position in BMTX in Q2 2024 and held it in 3 quarters. The position peaked at $186K in Q4 2024. 0 funds tracked by Wall St. Rank hold BMTX as of Q1 2025.

Essex Investment Management reported no remaining BM Technologies, Inc. position as of Q1 2025 after selling out during the quarter.
Essex Investment Management sold 38,024 BM Technologies, Inc. shares in Q1 2025, an estimated $186K.
Essex Investment Management first reported a position in BM Technologies, Inc. in Q2 2024 and held it in 3 quarters.
Essex Investment Management's BM Technologies, Inc. position peaked at $186K in Q4 2024.
0 funds tracked by Wall St. Rank held BM Technologies, Inc. as of Q1 2025.

Based on Essex Investment Management's 13F filing for Q1 2025, filed 7 May 2025.