Jeff Yass’s BM Technologies, Inc. BMTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-129,900
| Closed | -$442K | – | 13504 |
|
|
2024
Q3 | $442K | Sell |
129,900
-131,100
| -50% | -$373K | ﹤0.01% | 8769 |
|
|
2024
Q2 | $587K | Buy |
261,000
+123,700
| +90% | +$282K | ﹤0.01% | 7875 |
|
|
2024
Q1 | $227K | Buy |
137,300
+121,000
| +742% | +$233K | ﹤0.01% | 10340 |
|
|
2023
Q4 | $33.4K | Buy |
+16,300
| New | +$42.2K | ﹤0.01% | 11851 |
|
|
2023
Q2 | – | Sell |
-169,100
| Closed | -$595K | – | 13372 |
|
|
2023
Q1 | $595K | Sell |
169,100
-10,700
| -6% | -$43.3K | ﹤0.01% | 8137 |
|
|
2022
Q4 | $937K | Buy |
179,800
+135,000
| +301% | +$862K | ﹤0.01% | 6342 |
|
|
2022
Q3 | $300K | Buy |
44,800
+14,200
| +46% | +$87.3K | ﹤0.01% | 9792 |
|
|
2022
Q2 | $180K | Sell |
30,600
-202,600
| -87% | -$1.42M | ﹤0.01% | 10796 |
|
|
2022
Q1 | $1.99M | Sell |
233,200
-6,100
| -3% | -$56.6K | ﹤0.01% | 5492 |
|
|
2021
Q4 | $2.2M | Buy |
239,300
+193,800
| +426% | +$1.93M | ﹤0.01% | 5291 |
|
|
2021
Q3 | $405K | Buy |
+45,500
| New | +$465K | ﹤0.01% | 9911 |
|
Jeff Yass's BMTX Position: Q2 2024 in Review
Jeff Yass sold out of BM Technologies, Inc. (BMTX) in Q2 2024, closing a stake of 10,657 shares — an estimated $24.3K sold.
Jeff Yass first reported a position in BMTX in Q4 2021 and held it in 5 quarters. The position peaked at $156K in Q4 2021. 46 funds tracked by Wall St. Rank hold BMTX as of Q2 2024.
- Jeff Yass reported no remaining BM Technologies, Inc. position as of Q2 2024 after selling out during the quarter.
- Jeff Yass sold 10,657 BM Technologies, Inc. shares in Q2 2024, an estimated $24.3K.
- Jeff Yass first reported a position in BM Technologies, Inc. in Q4 2021 and held it in 5 quarters.
- Jeff Yass's BM Technologies, Inc. position peaked at $156K in Q4 2021.
- 46 funds tracked by Wall St. Rank held BM Technologies, Inc. as of Q2 2024.
Based on Susquehanna International Group's 13F filing for Q2 2024, filed 15 Aug 2024.