PA
BMTX

Parallel Advisors’s BM Technologies, Inc. BMTX Stock Holding History

Parallel Advisors’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
Q3 		– Sell
-153
Closed -$456 – 3501
2023
Q2 		$456 Buy
+153
New +$464 ﹤0.01% 3119

Other funds holding BMTX

TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $5.72T AUM 30.48% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Parallel Advisors's BMTX Position: Q3 2023 in Review

Parallel Advisors sold out of BM Technologies, Inc. (BMTX) in Q3 2023, closing a stake of 153 shares — an estimated $456 sold.

Parallel Advisors first reported a position in BMTX in Q2 2023 and held it in 1 quarter. The position peaked at $456 in Q2 2023. 49 funds tracked by Wall St. Rank hold BMTX as of Q3 2023.

  • Parallel Advisors reported no remaining BM Technologies, Inc. position as of Q3 2023 after selling out during the quarter.
  • Parallel Advisors sold 153 BM Technologies, Inc. shares in Q3 2023, an estimated $456.
  • Parallel Advisors first reported a position in BM Technologies, Inc. in Q2 2023 and held it in 1 quarter.
  • Parallel Advisors's BM Technologies, Inc. position peaked at $456 in Q2 2023.
  • 49 funds tracked by Wall St. Rank held BM Technologies, Inc. as of Q3 2023.

Based on Parallel Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.