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
-2
Closed -$4 – 2593
2024
Q1 		$4 Sell
2
-31
-94% -$60 ﹤0.01% 1945
2023
Q4 		$863K Buy
33
+7
+27% +$18 0.01% 385
2023
Q3 		$863K Buy
26
+22
+550% +$54 0.01% 373
2023
Q2 		$58 Sell
4
-1
-20% -$3 ﹤0.01% 1384
2023
Q1 		$190 Hold
5
– – 0.01% 626
2022
Q4 		$86 Sell
5
-135
-96% -$862 ﹤0.01% 1135
2022
Q3 		$361 Buy
140
+139
+13,900% +$855 0.01% 440
2022
Q2 		$0 Buy
+1
New +$7 ﹤0.01% 862

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
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 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 $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $1.6B AUM 121.58% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return