IA
BMTX

IFP Advisors’s BM Technologies, Inc. BMTX Stock Holding History

IFP Advisors’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
2023
Q1 		– Sell
-12
Closed -$3K – 4520
2022
Q4 		$3K Hold
12
– – ﹤0.01% 4083
2022
Q3 		$3K Hold
12
– – ﹤0.01% 4283
2022
Q2 		$3K Hold
12
– – ﹤0.01% 4049
2022
Q1 		$3K Buy
+12
New +$111 ﹤0.01% 4049

Other funds holding BMTX

Vanguard Group
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $5.72T AUM 30.48% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 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 $2.72B AUM 121.58% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return

IFP Advisors's BMTX Position: Q1 2023 in Review

IFP Advisors sold out of BM Technologies, Inc. (BMTX) in Q1 2023, closing a stake of 12 shares — an estimated $3K sold.

IFP Advisors first reported a position in BMTX in Q1 2022 and held it in 4 quarters. The position peaked at $3K in Q4 2022. 46 funds tracked by Wall St. Rank hold BMTX as of Q1 2023.

  • IFP Advisors reported no remaining BM Technologies, Inc. position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 12 BM Technologies, Inc. shares in Q1 2023, an estimated $3K.
  • IFP Advisors first reported a position in BM Technologies, Inc. in Q1 2022 and held it in 4 quarters.
  • IFP Advisors's BM Technologies, Inc. position peaked at $3K in Q4 2022.
  • 46 funds tracked by Wall St. Rank held BM Technologies, Inc. as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.