FGAM
BMTX

Financial Gravity Asset Management’s BM Technologies, Inc. BMTX Stock Holding History

Financial Gravity Asset 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
2024
Q2 		– Sell
-1
Closed -$2 – 1825
2024
Q1 		$2 Sell
1
-6
-86% -$12 ﹤0.01% 1185
2023
Q4 		$14 Buy
+7
New +$18 ﹤0.01% 1254

Other funds holding BMTX

PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $916M AUM 54.05% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Financial Gravity Asset Management's BMTX Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of BM Technologies, Inc. (BMTX) in Q2 2024, closing a stake of 1 share — an estimated $2 sold.

Financial Gravity Asset Management first reported a position in BMTX in Q4 2023 and held it in 2 quarters. The position peaked at $14 in Q4 2023. 46 funds tracked by Wall St. Rank hold BMTX as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining BM Technologies, Inc. position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 1 BM Technologies, Inc. share in Q2 2024, an estimated $2.
  • Financial Gravity Asset Management first reported a position in BM Technologies, Inc. in Q4 2023 and held it in 2 quarters.
  • Financial Gravity Asset Management's BM Technologies, Inc. position peaked at $14 in Q4 2023.
  • 46 funds tracked by Wall St. Rank held BM Technologies, Inc. as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.