AWM
BMI icon

Accurate Wealth Management’s Badger Meter BMI Stock Holding History

Accurate Wealth Management’s Portfolio BMI Stock Details BMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-12
Closed -$1.32K – 389
2022
Q4 		$1.32K Buy
+12
New +$1.3K ﹤0.01% 1311

Other funds holding BMI

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Vanguard Group
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Accurate Wealth Management's BMI Position: Q1 2023 in Review

Accurate Wealth Management sold out of Badger Meter (BMI) in Q1 2023, closing a stake of 12 shares — an estimated $1.32K sold.

Accurate Wealth Management first reported a position in BMI in Q4 2022 and held it in 1 quarter. The position peaked at $1.32K in Q4 2022. 321 funds tracked by Wall St. Rank hold BMI as of Q1 2023.

  • Accurate Wealth Management reported no remaining Badger Meter position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 12 Badger Meter shares in Q1 2023, an estimated $1.32K.
  • Accurate Wealth Management first reported a position in Badger Meter in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Badger Meter position peaked at $1.32K in Q4 2022.
  • 321 funds tracked by Wall St. Rank held Badger Meter as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.