PWM
BMTX

Perigon Wealth Management’s BM Technologies, Inc. BMTX Stock Holding History

Perigon Wealth 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
2024
Q3 		– Sell
-10,871
Closed -$24.5K – 1038
2024
Q2 		$24.5K Buy
+10,871
New +$24.8K ﹤0.01% 863

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
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return

Perigon Wealth Management's BMTX Position: Q3 2024 in Review

Perigon Wealth Management sold out of BM Technologies, Inc. (BMTX) in Q3 2024, closing a stake of 10,871 shares — an estimated $24.5K sold.

Perigon Wealth Management first reported a position in BMTX in Q2 2024 and held it in 1 quarter. The position peaked at $24.5K in Q2 2024. 43 funds tracked by Wall St. Rank hold BMTX as of Q3 2024.

  • Perigon Wealth Management reported no remaining BM Technologies, Inc. position as of Q3 2024 after selling out during the quarter.
  • Perigon Wealth Management sold 10,871 BM Technologies, Inc. shares in Q3 2024, an estimated $24.5K.
  • Perigon Wealth Management first reported a position in BM Technologies, Inc. in Q2 2024 and held it in 1 quarter.
  • Perigon Wealth Management's BM Technologies, Inc. position peaked at $24.5K in Q2 2024.
  • 43 funds tracked by Wall St. Rank held BM Technologies, Inc. as of Q3 2024.

Based on Perigon Wealth Management's 13F filing for Q3 2024, filed 16 Oct 2024.