AWS
BMI icon

Atria Wealth Solutions’s Badger Meter BMI Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$229K Sell
935
-2,243
-71% -$508K 0.01% 1301
2025
Q1 		$605K Sell
3,178
-95
-3% -$19.8K 0.01% 1106
2024
Q4 		$694K Buy
3,273
+16
+0.5% +$3.48K 0.01% 1079
2024
Q3 		$711K Buy
3,257
+781
+32% +$157K 0.01% 1061
2024
Q2 		$461K Buy
2,476
+96
+4% +$17.5K 0.01% 1283
2024
Q1 		$385K Buy
2,380
+373
+19% +$57.3K ﹤0.01% 1389
2023
Q4 		$310K Buy
2,007
+9
+0.5% +$1.31K ﹤0.01% 1478
2023
Q3 		$287K Buy
1,998
+251
+14% +$39.6K ﹤0.01% 1442
2023
Q2 		$258K Hold
1,747
– – ﹤0.01% 1534
2023
Q1 		$213K Buy
+1,747
New +$204K ﹤0.01% 1639

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return