LSV Asset Management
BMTX

LSV Asset Management’s BM Technologies, Inc. BMTX Stock Holding History

LSV Asset 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
2022
Q4 		– Sell
-13,863
Closed -$93K – 893
2022
Q3 		$93K Sell
13,863
-3,970
-22% -$24.4K ﹤0.01% 834
2022
Q2 		$105K Sell
17,833
-3,447
-16% -$24.1K ﹤0.01% 846
2022
Q1 		$182K Sell
21,280
-6,877
-24% -$63.8K ﹤0.01% 834
2021
Q4 		$259K Sell
28,157
-34,553
-55% -$344K ﹤0.01% 813
2021
Q3 		$558K Sell
62,710
-11,574
-16% -$118K ﹤0.01% 761
2021
Q2 		$924K Buy
+74,284
New +$859K ﹤0.01% 730

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 $551M AUM 49.99% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 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 $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $284M AUM 12.01% 1-Year Est. Return

LSV Asset Management's BMTX Position: Q4 2022 in Review

LSV Asset Management sold out of BM Technologies, Inc. (BMTX) in Q4 2022, closing a stake of 13,863 shares — an estimated $93K sold.

LSV Asset Management first reported a position in BMTX in Q2 2021 and held it in 6 quarters. The position peaked at $924K in Q2 2021. 49 funds tracked by Wall St. Rank hold BMTX as of Q4 2022.

  • LSV Asset Management reported no remaining BM Technologies, Inc. position as of Q4 2022 after selling out during the quarter.
  • LSV Asset Management sold 13,863 BM Technologies, Inc. shares in Q4 2022, an estimated $93K.
  • LSV Asset Management first reported a position in BM Technologies, Inc. in Q2 2021 and held it in 6 quarters.
  • LSV Asset Management's BM Technologies, Inc. position peaked at $924K in Q2 2021.
  • 49 funds tracked by Wall St. Rank held BM Technologies, Inc. as of Q4 2022.

Based on LSV Asset Management's 13F filing for Q4 2022, filed 8 Feb 2023.