Steward Partners Investment Advisory’s BM Technologies, Inc. BMTX Stock Holding History

Steward Partners Investment Advisory’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 Q1	–	Sell	-15	Closed	-$78	–	3438
2022 Q4	$78	Hold	15	–	–	﹤0.01%	3302
2022 Q3	$0	Hold	15	–	–	﹤0.01%	3420
2022 Q2	$0	Hold	15	–	–	﹤0.01%	3407
2022 Q1	$0	Hold	15	–	–	﹤0.01%	3404
2021 Q4	$0	Hold	15	–	–	﹤0.01%	3344
2021 Q3	$0	Hold	15	–	–	﹤0.01%	3373
2021 Q2	$0	Buy	+15	New	+$173	﹤0.01%	7459

Other funds holding BMTX

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

PRCP

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

TCM

Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return

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

JAMONY

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

BlackRock New York $6.73T AUM 46.02% 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

ACA

Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return

Steward Partners Investment Advisory's BMTX Position: Q1 2023 in Review

Steward Partners Investment Advisory sold out of BM Technologies, Inc. (BMTX) in Q1 2023, closing a stake of 15 shares — an estimated $78 sold.

Steward Partners Investment Advisory first reported a position in BMTX in Q2 2021 and held it in 7 quarters. The position peaked at $78 in Q4 2022. 46 funds tracked by Wall St. Rank hold BMTX as of Q1 2023.

Steward Partners Investment Advisory reported no remaining BM Technologies, Inc. position as of Q1 2023 after selling out during the quarter.
Steward Partners Investment Advisory sold 15 BM Technologies, Inc. shares in Q1 2023, an estimated $78.
Steward Partners Investment Advisory first reported a position in BM Technologies, Inc. in Q2 2021 and held it in 7 quarters.
Steward Partners Investment Advisory's BM Technologies, Inc. position peaked at $78 in Q4 2022.
46 funds tracked by Wall St. Rank held BM Technologies, Inc. as of Q1 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.