MHR
BMTX

Matthew Hamilton Rosenberg’s BM Technologies, Inc. BMTX Stock Holding History

Matthew Hamilton Rosenberg’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
2024
Q1 		– Sell
-1
Closed -$2 – 932
2023
Q4 		$2 Hold
1
– – ﹤0.01% 919
2023
Q3 		$2 Hold
1
– – ﹤0.01% 935
2023
Q2 		$3 Buy
+1
New +$3 ﹤0.01% 957

Other funds holding BMTX

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
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Matthew Hamilton Rosenberg's BMTX Position: Q1 2024 in Review

Matthew Hamilton Rosenberg sold out of BM Technologies, Inc. (BMTX) in Q1 2024, closing a stake of 1 share — an estimated $2 sold.

Matthew Hamilton Rosenberg first reported a position in BMTX in Q2 2023 and held it in 3 quarters. The position peaked at $3 in Q2 2023. 42 funds tracked by Wall St. Rank hold BMTX as of Q1 2024.

  • Matthew Hamilton Rosenberg reported no remaining BM Technologies, Inc. position as of Q1 2024 after selling out during the quarter.
  • Matthew Hamilton Rosenberg sold 1 BM Technologies, Inc. share in Q1 2024, an estimated $2.
  • Matthew Hamilton Rosenberg first reported a position in BM Technologies, Inc. in Q2 2023 and held it in 3 quarters.
  • Matthew Hamilton Rosenberg's BM Technologies, Inc. position peaked at $3 in Q2 2023.
  • 42 funds tracked by Wall St. Rank held BM Technologies, Inc. as of Q1 2024.

Based on Matthew Hamilton Rosenberg's 13F filing for Q1 2024, filed 22 Apr 2024.