PPA
BMTX

Parametric Portfolio Associates’s BM Technologies, Inc. BMTX Stock Holding History

Parametric Portfolio Associates’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
Q1 		– Sell
-12,309
Closed -$113K – 3777
2021
Q4 		$113K Sell
12,309
-164
-1% -$1.64K ﹤0.01% 3536
2021
Q3 		$111K Sell
12,473
-4,621
-27% -$47.3K ﹤0.01% 3523
2021
Q2 		$213K Buy
17,094
+2,380
+16% +$27.5K ﹤0.01% 3386
2021
Q1 		$171K Sell
14,714
-445
-3% -$6.03K ﹤0.01% 3908
2020
Q4 		$213K Buy
+15,159
New +$172K ﹤0.01% 3746

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
FFM
Forager Funds Management Sydney, Australia $61.3M AUM 30.64% 1-Year Est. Return
1CM
1492 Capital Management Milwaukee, Wisconsin $263M AUM 61.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return
JAMONY
Jacob Asset Management of New York Hermosa Beach, California $70.9M AUM 14.28% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return