BCWM
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Bartlett & Co Wealth Management’s Badger Meter BMI Stock Holding History

Bartlett & Co 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
2022
Q4 		– Sell
-75
Closed -$6.93K – 1114
2022
Q3 		$6.93K Hold
75
– – ﹤0.01% 877
2022
Q2 		$6.07K Buy
+75
New +$6.2K ﹤0.01% 977

Other funds holding BMI

BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bartlett & Co Wealth Management's BMI Position: Q4 2022 in Review

Bartlett & Co Wealth Management sold out of Badger Meter (BMI) in Q4 2022, closing a stake of 75 shares — an estimated $6.93K sold.

Bartlett & Co Wealth Management first reported a position in BMI in Q2 2022 and held it in 2 quarters. The position peaked at $6.93K in Q3 2022. 306 funds tracked by Wall St. Rank hold BMI as of Q4 2022.

  • Bartlett & Co Wealth Management reported no remaining Badger Meter position as of Q4 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 75 Badger Meter shares in Q4 2022, an estimated $6.93K.
  • Bartlett & Co Wealth Management first reported a position in Badger Meter in Q2 2022 and held it in 2 quarters.
  • Bartlett & Co Wealth Management's Badger Meter position peaked at $6.93K in Q3 2022.
  • 306 funds tracked by Wall St. Rank held Badger Meter as of Q4 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2024.