Mutual of America Capital Management’s BM Technologies, Inc. BMTX Stock Holding History

Mutual of America 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
2022 Q4	–	Sell	-552	Closed	-$4K	–	1603
2022 Q3	$4K	Hold	552	–	–	﹤0.01%	1629
2022 Q2	$3K	Hold	552	–	–	﹤0.01%	1625
2022 Q1	$5K	Hold	552	–	–	﹤0.01%	1634
2021 Q4	$5K	Hold	552	–	–	﹤0.01%	1641
2021 Q3	$5K	Hold	552	–	–	﹤0.01%	1649
2021 Q2	$7K	Hold	552	–	–	﹤0.01%	1666
2021 Q1	$6K	Buy	+552	New	+$7.49K	﹤0.01%	1670

Other funds holding BMTX

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 $2.72B AUM 121.58% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

JAMONY

Jacob Asset Management of New York Hermosa Beach, California $70.9M AUM 14.28% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Mutual of America Capital Management's BMTX Position: Q4 2022 in Review

Mutual of America Capital Management sold out of BM Technologies, Inc. (BMTX) in Q4 2022, closing a stake of 552 shares — an estimated $4K sold.

Mutual of America Capital Management first reported a position in BMTX in Q1 2021 and held it in 7 quarters. The position peaked at $7K in Q2 2021. 51 funds tracked by Wall St. Rank hold BMTX as of Q4 2022.

Mutual of America Capital Management reported no remaining BM Technologies, Inc. position as of Q4 2022 after selling out during the quarter.
Mutual of America Capital Management sold 552 BM Technologies, Inc. shares in Q4 2022, an estimated $4K.
Mutual of America Capital Management first reported a position in BM Technologies, Inc. in Q1 2021 and held it in 7 quarters.
Mutual of America Capital Management's BM Technologies, Inc. position peaked at $7K in Q2 2021.
51 funds tracked by Wall St. Rank held BM Technologies, Inc. as of Q4 2022.

Based on Mutual of America Capital Management's 13F filing for Q4 2022, filed 10 Feb 2023.