KCM
BMTX

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

Kennedy Capital 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
2023
Q4 		– Sell
-62,341
Closed -$125K – 728
2023
Q3 		$125K Buy
62,341
+1,465
+2% +$3.59K ﹤0.01% 664
2023
Q2 		$181K Buy
+60,876
New +$184K ﹤0.01% 657
2023
Q1 		– Sell
-265,050
Closed -$1.38M – 649
2022
Q4 		$1.38M Sell
265,050
-134,315
-34% -$857K 0.04% 448
2022
Q3 		$2.67M Sell
399,365
-3,132
-0.8% -$19.3K 0.08% 376
2022
Q2 		$2.37M Sell
402,497
-4,438
-1% -$31.1K 0.07% 400
2022
Q1 		$3.48M Buy
406,935
+9,222
+2% +$85.5K 0.08% 376
2021
Q4 		$3.66M Sell
397,713
-1,436
-0.4% -$14.3K 0.08% 391
2021
Q3 		$3.55M Buy
399,149
+72,615
+22% +$743K 0.08% 407
2021
Q2 		$4.06M Buy
326,534
+109,057
+50% +$1.26M 0.09% 396
2021
Q1 		$2.53M Buy
217,477
+206,977
+1,971% +$2.81M 0.05% 492
2020
Q4 		$147K Buy
+10,500
New +$119K ﹤0.01% 653

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $284M AUM 12.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Kennedy Capital Management's BMTX Position: Q4 2023 in Review

Kennedy Capital Management sold out of BM Technologies, Inc. (BMTX) in Q4 2023, closing a stake of 62,341 shares — an estimated $125K sold.

Kennedy Capital Management first reported a position in BMTX in Q4 2020 and held it in 11 quarters. The position peaked at $4.06M in Q2 2021. 46 funds tracked by Wall St. Rank hold BMTX as of Q4 2023.

  • Kennedy Capital Management reported no remaining BM Technologies, Inc. position as of Q4 2023 after selling out during the quarter.
  • Kennedy Capital Management sold 62,341 BM Technologies, Inc. shares in Q4 2023, an estimated $125K.
  • Kennedy Capital Management first reported a position in BM Technologies, Inc. in Q4 2020 and held it in 11 quarters.
  • Kennedy Capital Management's BM Technologies, Inc. position peaked at $4.06M in Q2 2021.
  • 46 funds tracked by Wall St. Rank held BM Technologies, Inc. as of Q4 2023.

Based on Kennedy Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.