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Baker Avenue Asset Management’s Badger Meter BMI Stock Holding History

Baker Avenue Asset 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
-22
Closed -$3.17K – 513
2023
Q3 		$3.17K Hold
22
– – ﹤0.01% 1045
2023
Q2 		$3.25K Hold
22
– – ﹤0.01% 905
2023
Q1 		$2.68K Hold
22
– – ﹤0.01% 944
2022
Q4 		$2.4K Buy
+22
New +$2.39K ﹤0.01% 902

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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

Baker Avenue Asset Management's BMI Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Badger Meter (BMI) in Q4 2023, closing a stake of 22 shares — an estimated $3.17K sold.

Baker Avenue Asset Management first reported a position in BMI in Q4 2022 and held it in 4 quarters. The position peaked at $3.25K in Q2 2023. 394 funds tracked by Wall St. Rank hold BMI as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining Badger Meter position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 22 Badger Meter shares in Q4 2023, an estimated $3.17K.
  • Baker Avenue Asset Management first reported a position in Badger Meter in Q4 2022 and held it in 4 quarters.
  • Baker Avenue Asset Management's Badger Meter position peaked at $3.25K in Q2 2023.
  • 394 funds tracked by Wall St. Rank held Badger Meter as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.