Baldwin Wealth Partners’s Badger Meter BMI Stock Holding History

Baldwin Wealth Partners’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 Q4	–	Sell	-1,882	Closed	-$411K	–	321
2024 Q3	$411K	Buy	+1,882	New	+$377K	0.03%	225

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

Goldman Sachs New York $871B AUM 31.28% 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

Norges Bank Oslo, Norway $935B AUM

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

Baldwin Wealth Partners's BMI Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Badger Meter (BMI) in Q4 2024, closing a stake of 1,882 shares — an estimated $411K sold.

Baldwin Wealth Partners first reported a position in BMI in Q3 2024 and held it in 1 quarter. The position peaked at $411K in Q3 2024. 489 funds tracked by Wall St. Rank hold BMI as of Q4 2024.

Baldwin Wealth Partners reported no remaining Badger Meter position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 1,882 Badger Meter shares in Q4 2024, an estimated $411K.
Baldwin Wealth Partners first reported a position in Badger Meter in Q3 2024 and held it in 1 quarter.
Baldwin Wealth Partners's Badger Meter position peaked at $411K in Q3 2024.
489 funds tracked by Wall St. Rank held Badger Meter as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.