Axxcess Wealth Management’s Badger Meter BMI Stock Holding History

Axxcess 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
2024 Q2	–	Sell	-3,978	Closed	-$644K	–	853
2024 Q1	$644K	Buy	+3,978	New	+$611K	0.02%	478

Other funds holding BMI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Axxcess Wealth Management's BMI Position: Q2 2024 in Review

Axxcess Wealth Management sold out of Badger Meter (BMI) in Q2 2024, closing a stake of 3,978 shares — an estimated $644K sold.

Axxcess Wealth Management first reported a position in BMI in Q1 2024 and held it in 1 quarter. The position peaked at $644K in Q1 2024. 450 funds tracked by Wall St. Rank hold BMI as of Q2 2024.

Axxcess Wealth Management reported no remaining Badger Meter position as of Q2 2024 after selling out during the quarter.
Axxcess Wealth Management sold 3,978 Badger Meter shares in Q2 2024, an estimated $644K.
Axxcess Wealth Management first reported a position in Badger Meter in Q1 2024 and held it in 1 quarter.
Axxcess Wealth Management's Badger Meter position peaked at $644K in Q1 2024.
450 funds tracked by Wall St. Rank held Badger Meter as of Q2 2024.

Based on Axxcess Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.