FFM
BMTX

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

Forager Funds 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
2022
Q3 		– Sell
-173,800
Closed -$1.02M – 25
2022
Q2 		$1.02M Sell
173,800
-229,771
-57% -$1.61M 1.61% 23
2022
Q1 		$3.45M Hold
403,571
– – 4.27% 11
2021
Q4 		$5.11M Buy
+403,571
New +$4.02M 3.97% 12

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
1CM
1492 Capital Management Milwaukee, Wisconsin $339M AUM 120.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return
JAMONY
Jacob Asset Management of New York Hermosa Beach, California $70.9M AUM 14.28% 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

Forager Funds Management's BMTX Position: Q3 2022 in Review

Forager Funds Management sold out of BM Technologies, Inc. (BMTX) in Q3 2022, closing a stake of 173,800 shares — an estimated $1.02M sold.

Forager Funds Management first reported a position in BMTX in Q4 2021 and held it in 3 quarters. The position peaked at $5.11M in Q4 2021. 58 funds tracked by Wall St. Rank hold BMTX as of Q3 2022.

  • Forager Funds Management reported no remaining BM Technologies, Inc. position as of Q3 2022 after selling out during the quarter.
  • Forager Funds Management sold 173,800 BM Technologies, Inc. shares in Q3 2022, an estimated $1.02M.
  • Forager Funds Management first reported a position in BM Technologies, Inc. in Q4 2021 and held it in 3 quarters.
  • Forager Funds Management's BM Technologies, Inc. position peaked at $5.11M in Q4 2021.
  • 58 funds tracked by Wall St. Rank held BM Technologies, Inc. as of Q3 2022.

Based on Forager Funds Management's 13F filing for Q3 2022, filed 9 Nov 2022.