AWM
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Atticus Wealth Management’s Badger Meter BMI Stock Holding History

Atticus 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
Q4 		– Sell
-10
Closed -$1.44K – 571
2023
Q3 		$1.44K Hold
10
– – ﹤0.01% 523
2023
Q2 		$1.48K Buy
+10
New +$1.38K ﹤0.01% 515

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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

Atticus Wealth Management's BMI Position: Q4 2023 in Review

Atticus Wealth Management sold out of Badger Meter (BMI) in Q4 2023, closing a stake of 10 shares — an estimated $1.44K sold.

Atticus Wealth Management first reported a position in BMI in Q2 2023 and held it in 2 quarters. The position peaked at $1.48K in Q2 2023. 394 funds tracked by Wall St. Rank hold BMI as of Q4 2023.

  • Atticus Wealth Management reported no remaining Badger Meter position as of Q4 2023 after selling out during the quarter.
  • Atticus Wealth Management sold 10 Badger Meter shares in Q4 2023, an estimated $1.44K.
  • Atticus Wealth Management first reported a position in Badger Meter in Q2 2023 and held it in 2 quarters.
  • Atticus Wealth Management's Badger Meter position peaked at $1.48K in Q2 2023.
  • 394 funds tracked by Wall St. Rank held Badger Meter as of Q4 2023.

Based on Atticus Wealth Management's 13F filing for Q4 2023, filed 17 Jan 2024.