Globeflex Capital’s BM Technologies, Inc. BMTX Stock Holding History

Globeflex Capital’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 Q4	–	Sell	-21,770	Closed	-$146K	–	536
2022 Q3	$146K	Hold	21,770	–	–	0.03%	375
2022 Q2	$128K	Hold	21,770	–	–	0.03%	357
2022 Q1	$186K	Buy	+21,770	New	+$202K	0.04%	348

Other funds holding BMTX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

JAMONY

Jacob Asset Management of New York Hermosa Beach, California $70.9M AUM 14.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ACA

Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return

AFG

American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return

Globeflex Capital's BMTX Position: Q4 2022 in Review

Globeflex Capital sold out of BM Technologies, Inc. (BMTX) in Q4 2022, closing a stake of 21,770 shares — an estimated $146K sold.

Globeflex Capital first reported a position in BMTX in Q1 2022 and held it in 3 quarters. The position peaked at $186K in Q1 2022. 51 funds tracked by Wall St. Rank hold BMTX as of Q4 2022.

Globeflex Capital reported no remaining BM Technologies, Inc. position as of Q4 2022 after selling out during the quarter.
Globeflex Capital sold 21,770 BM Technologies, Inc. shares in Q4 2022, an estimated $146K.
Globeflex Capital first reported a position in BM Technologies, Inc. in Q1 2022 and held it in 3 quarters.
Globeflex Capital's BM Technologies, Inc. position peaked at $186K in Q1 2022.
51 funds tracked by Wall St. Rank held BM Technologies, Inc. as of Q4 2022.

Based on Globeflex Capital's 13F filing for Q4 2022, filed 10 Feb 2023.