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Acima Private Wealth’s Badger Meter BMI Stock Holding History

Acima Private Wealth’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
Q4 		– Sell
-35
Closed -$5.04K – 240
2023
Q3 		$5.04K Hold
35
– – ﹤0.01% 230
2023
Q2 		$5.17K Hold
35
– – ﹤0.01% 239
2023
Q1 		$4.26K Buy
+35
New +$4.09K ﹤0.01% 259

Other funds holding BMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 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

Acima Private Wealth's BMI Position: Q4 2023 in Review

Acima Private Wealth sold out of Badger Meter (BMI) in Q4 2023, closing a stake of 35 shares — an estimated $5.04K sold.

Acima Private Wealth first reported a position in BMI in Q1 2023 and held it in 3 quarters. The position peaked at $5.17K in Q2 2023. 394 funds tracked by Wall St. Rank hold BMI as of Q4 2023.

  • Acima Private Wealth reported no remaining Badger Meter position as of Q4 2023 after selling out during the quarter.
  • Acima Private Wealth sold 35 Badger Meter shares in Q4 2023, an estimated $5.04K.
  • Acima Private Wealth first reported a position in Badger Meter in Q1 2023 and held it in 3 quarters.
  • Acima Private Wealth's Badger Meter position peaked at $5.17K in Q2 2023.
  • 394 funds tracked by Wall St. Rank held Badger Meter as of Q4 2023.

Based on Acima Private Wealth's 13F filing for Q4 2023, filed 29 Feb 2024.