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Bay Colony Advisors’s Badger Meter BMI Stock Holding History

Bay Colony Advisors’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
2025
Q1 		– Sell
-1,271
Closed -$270K – 449
2024
Q4 		$270K Buy
1,271
+51
+4% +$11.1K 0.04% 357
2024
Q3 		$266K Sell
1,220
-13
-1% -$2.6K 0.04% 347
2024
Q2 		$230K Buy
+1,233
New +$225K 0.04% 361

Other funds holding BMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Bay Colony Advisors's BMI Position: Q1 2025 in Review

Bay Colony Advisors sold out of Badger Meter (BMI) in Q1 2025, closing a stake of 1,271 shares — an estimated $270K sold.

Bay Colony Advisors first reported a position in BMI in Q2 2024 and held it in 3 quarters. The position peaked at $270K in Q4 2024. 496 funds tracked by Wall St. Rank hold BMI as of Q1 2025.

  • Bay Colony Advisors reported no remaining Badger Meter position as of Q1 2025 after selling out during the quarter.
  • Bay Colony Advisors sold 1,271 Badger Meter shares in Q1 2025, an estimated $270K.
  • Bay Colony Advisors first reported a position in Badger Meter in Q2 2024 and held it in 3 quarters.
  • Bay Colony Advisors's Badger Meter position peaked at $270K in Q4 2024.
  • 496 funds tracked by Wall St. Rank held Badger Meter as of Q1 2025.

Based on Bay Colony Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.