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

Rise 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 Q2	–	Sell	-875	Closed	-$3.08K	–	809
2023 Q1	$3.08K	Hold	875	–	–	﹤0.01%	514
2022 Q4	$4.56K	Hold	875	–	–	﹤0.01%	459
2022 Q3	$6K	Hold	875	–	–	0.01%	426
2022 Q2	$5K	Hold	875	–	–	0.01%	453
2022 Q1	$7K	Hold	875	–	–	0.01%	382
2021 Q4	$8.06K	Buy	+875	New	+$8.72K	0.01%	347

Other funds holding BMTX

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TCM

Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

JAMONY

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 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

Rise Advisors's BMTX Position: Q2 2023 in Review

Rise Advisors sold out of BM Technologies, Inc. (BMTX) in Q2 2023, closing a stake of 875 shares — an estimated $3.08K sold.

Rise Advisors first reported a position in BMTX in Q4 2021 and held it in 6 quarters. The position peaked at $8.06K in Q4 2021. 52 funds tracked by Wall St. Rank hold BMTX as of Q2 2023.

Rise Advisors reported no remaining BM Technologies, Inc. position as of Q2 2023 after selling out during the quarter.
Rise Advisors sold 875 BM Technologies, Inc. shares in Q2 2023, an estimated $3.08K.
Rise Advisors first reported a position in BM Technologies, Inc. in Q4 2021 and held it in 6 quarters.
Rise Advisors's BM Technologies, Inc. position peaked at $8.06K in Q4 2021.
52 funds tracked by Wall St. Rank held BM Technologies, Inc. as of Q2 2023.

Based on Rise Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.