Harel Insurance Investments & Financial Services’s BM Technologies, Inc. BMTX Stock Holding History

Harel Insurance Investments & Financial Services’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 Q1	–	Sell	-1,600	Closed	-$15K	–	832
2021 Q4	$15K	Sell	1,600 -4,150	-72%	-$41.4K	﹤0.01%	685
2021 Q3	$51K	Sell	5,750 -17,400	-75%	-$178K	﹤0.01%	534
2021 Q2	$939K	Sell	23,150 -42,200	-65%	-$488K	0.02%	332
2021 Q1	$2.54M	Buy	+65,350	New	+$886K	0.05%	209

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

KCM

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

FFM

Forager Funds Management Sydney, Australia $61.3M AUM 30.64% 1-Year Est. Return

1CM

1492 Capital Management Milwaukee, Wisconsin $339M AUM 120.53% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Harel Insurance Investments & Financial Services's BMTX Position: Q1 2022 in Review

Harel Insurance Investments & Financial Services sold out of BM Technologies, Inc. (BMTX) in Q1 2022, closing a stake of 1,600 shares — an estimated $15K sold.

Harel Insurance Investments & Financial Services first reported a position in BMTX in Q1 2021 and held it in 4 quarters. The position peaked at $2.54M in Q1 2021. 67 funds tracked by Wall St. Rank hold BMTX as of Q1 2022.

Harel Insurance Investments & Financial Services reported no remaining BM Technologies, Inc. position as of Q1 2022 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 1,600 BM Technologies, Inc. shares in Q1 2022, an estimated $15K.
Harel Insurance Investments & Financial Services first reported a position in BM Technologies, Inc. in Q1 2021 and held it in 4 quarters.
Harel Insurance Investments & Financial Services's BM Technologies, Inc. position peaked at $2.54M in Q1 2021.
67 funds tracked by Wall St. Rank held BM Technologies, Inc. as of Q1 2022.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2022, filed 3 May 2022.