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

Wipfli Financial 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
2022 Q3	$0	Buy	+10	New	+$62	﹤0.01%	2630

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 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

1CM

1492 Capital Management Milwaukee, Wisconsin $263M AUM 61.9% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wipfli Financial Advisors's BMTX Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in BM Technologies, Inc. (BMTX) in Q3 2022: 10 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #2630 among its holdings.

59 funds tracked by Wall St. Rank hold BMTX as of Q3 2022.

Wipfli Financial Advisors held 10 shares of BM Technologies, Inc. worth $0 as of Q3 2022.
BM Technologies, Inc. was a new Wipfli Financial Advisors position in Q3 2022.
BM Technologies, Inc. made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2630 holding.
59 funds tracked by Wall St. Rank held BM Technologies, Inc. as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.