AAS
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Ameritas Advisory Services’s Badger Meter BMI Stock Holding History

Ameritas Advisory Services’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
Q3 		– Sell
-3,351
Closed -$469K – 810
2023
Q2 		$469K Buy
+3,351
New +$461K 0.06% 308
2023
Q1 		– Sell
-5,079
Closed -$554K – 2719
2022
Q4 		$554K Buy
+5,079
New +$552K 0.03% 504

Other funds holding BMI

BlackRock
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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
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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ameritas Advisory Services's BMI Position: Q3 2023 in Review

Ameritas Advisory Services sold out of Badger Meter (BMI) in Q3 2023, closing a stake of 3,351 shares — an estimated $469K sold.

Ameritas Advisory Services first reported a position in BMI in Q4 2022 and held it in 2 quarters. The position peaked at $554K in Q4 2022. 373 funds tracked by Wall St. Rank hold BMI as of Q3 2023.

  • Ameritas Advisory Services reported no remaining Badger Meter position as of Q3 2023 after selling out during the quarter.
  • Ameritas Advisory Services sold 3,351 Badger Meter shares in Q3 2023, an estimated $469K.
  • Ameritas Advisory Services first reported a position in Badger Meter in Q4 2022 and held it in 2 quarters.
  • Ameritas Advisory Services's Badger Meter position peaked at $554K in Q4 2022.
  • 373 funds tracked by Wall St. Rank held Badger Meter as of Q3 2023.

Based on Ameritas Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.