SEI Investments
BMTX

SEI Investments’s BM Technologies, Inc. BMTX Stock Holding History

SEI Investments’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
2021
Q4 		– Sell
-38,187
Closed -$328K – 2674
2021
Q3 		$328K Buy
38,187
+1,452
+4% +$14.9K ﹤0.01% 2278
2021
Q2 		$457K Buy
36,735
+842
+2% +$9.74K ﹤0.01% 2145
2021
Q1 		$418K Buy
+35,893
New +$487K ﹤0.01% 2107

Other funds holding BMTX

PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
FFM
Forager Funds Management Sydney, Australia $61.3M AUM 30.64% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
1CM
1492 Capital Management Milwaukee, Wisconsin $263M AUM 61.9% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
MA
MYDA Advisors Woodmere, New York $608M AUM 77.08% 1-Year Est. Return
JAMONY
Jacob Asset Management of New York Hermosa Beach, California $70.9M AUM 14.28% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return

SEI Investments's BMTX Position: Q4 2021 in Review

SEI Investments sold out of BM Technologies, Inc. (BMTX) in Q4 2021, closing a stake of 38,187 shares — an estimated $328K sold.

SEI Investments first reported a position in BMTX in Q1 2021 and held it in 3 quarters. The position peaked at $457K in Q2 2021. 77 funds tracked by Wall St. Rank hold BMTX as of Q4 2021.

  • SEI Investments reported no remaining BM Technologies, Inc. position as of Q4 2021 after selling out during the quarter.
  • SEI Investments sold 38,187 BM Technologies, Inc. shares in Q4 2021, an estimated $328K.
  • SEI Investments first reported a position in BM Technologies, Inc. in Q1 2021 and held it in 3 quarters.
  • SEI Investments's BM Technologies, Inc. position peaked at $457K in Q2 2021.
  • 77 funds tracked by Wall St. Rank held BM Technologies, Inc. as of Q4 2021.

Based on SEI Investments's 13F filing for Q4 2021, filed 14 Feb 2022.